Our Services
The Trust Company of Knoxville provides trust and investment services for individuals, businesses, and non-profit organizations throughout the Southeast and beyond. We've been helping clients accomplish their financial goals since 1987.
PERSONAL TRUST
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Why Establish a Trust?
Trusts can accomplish an almost unlimited number of asset management and financial planning objectives. There are many reasons people create trusts – to control wealth distribution to heirs, reduce potential estate tax liability, avoid probate, allow tax efficient gifts to charities, and provide for needs in the case of illness or incapacity, among others.
We will work with your legal and tax advisors to design and administer strategies that will help preserve the products of your hard work and fulfill your plans for the future, including:
- Family wealth transfer planning, including planning to minimize estate and gift tax
- Allocating education resources for children or grandchildren
- Preserving confidentiality
- Meeting eldercare needs for you, your spouse or your parents
- Planning for business leadership succession, continuation, and transfer
- Charitable gift planning, including the formation of charitable organizations
