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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How We Serve You
Clients are best served by a team of professionals who bring high competence in planning, law, accounting, investing and risk management to their specific circumstances. Our personal trust team is highly skilled in managing the financial, legal and tax issues that arise with trusts; we perform these functions with skill and with sensitivity to the needs and preferences of the trust's grantors and beneficiaries.
- Trust administration including testamentary trusts, living trusts, charitable trusts, public and private foundations
- Representation of personal representatives and trustees in estate and trust administration
- Managing discretionary disbursements with sensitivity
- Preparation and filing of trust, gift, and fiduciary income tax returns
- Maintaining full tax cost basis records and principal and income accounting
- Distributing tax information to beneficiaries and their advisors
- Collecting and distributing income
- Bill-paying and record keeping
- Professional investment management
- Real estate management
