Personal Services

Trust Administration

On average, our trust and estate professionals have more than 20 years of experience to assist you with trust and estate planning, education and advice, charitable giving, and dynasty trusts.  We understand the importance of being a Trustee, and accept full fiduciary responsibility for your trust:

  • Administration of the trust according to the trust document
  • Preparing and filing federal and state fiduciary income tax returns
  • Safekeeping of trust assets
  • Collecting dividend and interest payments
  • Distribution of income and principal
  • Fiduciary accounting and record-keeping
  • Annual administrative account reviews

Questions to Consider When Selecting a Trustee or Personal Representative

Family/
Friend 

Professional

Canandaigua National
Trust Company

Do they understand your needs and the needs of your beneficiaries?

Yes

Maybe

Yes

Will they act in an impartial, objective manner?

Maybe

Maybe

Yes

Do they have the necessary financial expertise?

Maybe

Yes

Yes

Can they assure the safety of your assets for future generations?

Maybe

Maybe

Yes

Will they provide technical and administrative services such as proper recordkeeping, transaction processing, tax return preparation, etc.?

Maybe

Yes

Yes

Do they respect the privacy of you and your family?

Maybe

Yes

Yes

Are they a stable organization with a strong continuity of management?

N/A

Maybe

Yes

Do they have tenured and experienced Trust & Estate professionals dedicated to your account?

N/A

Maybe

Yes

Let's take the time to get acquainted and give your estate plans deserved attention. 

For more information, contact Paul today.  

P Tarantino  Paul Tarantino
941.366.7222 ext. 50720
ptarantino@cnbank.com 

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

  

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.

 

&