Trust Services

Our non-commissioned fiduciary professionals administer trusts of all sizes and structures, helping to preserve and maintain family wealth since 1919. With a rich heritage and focus on building long-term relationships, CNB is a confident choice as Trustee.           

Common Types of Trusts:

  • Revocable Living Trusts - Created during the lifetime of the Grantor, but can be altered.
  • Irrevocable Trusts - Cannot be altered, changed, modified or revoked after its creation.
  • Charitable Trusts - Benefits a particular charity or the public in general.
  • Testamentary Trusts - "Trust Under Will"; funded from estate assets to fulfill your wishes. 
  • Special Needs Trusts - For beneficiaries with disabilities while maintaining essential needs-based government benefits. 
  • Grantor Retained Income Trusts - Allows a person to remove assets from their taxable estate while maintaining an income interest.
  • QTip Trusts - Enables the Testator to provide for a surviving spouse and direct disposition of the assets at the death of that spouse.
  • Qualified Personal Residence Trusts - An irrevocable trust to hold your residence and remove its value from your taxable estate.  

A Boyd

Team of Experienced Trust Experts

Distinguished professional who have advanced degrees and professional certifications with over 196 years of combined experience.
reviews

Regular Reviews

We will meet with you regularly to review your trust, making adjustments based on changes in your life.
 
fiduciary

Full Fiduciary Responsibilities

We can fulfill all fiduciary duties including investment management, tax returns, accountings, and distribution.
Rebalancing

Disciplined and Personalized

Investment and financial planning solutions available depending on your situation.

 
 



Discover the CNTF difference.

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. 

Our non-commissioned fiduciary professionals administer trusts of all sizes and structures, helping to preserve and maintain family wealth since 1919. With a rich heritage and focus on building long-term relationships, CNB is a confident choice as Trustee.           

Common Types of Trusts:

  • Revocable Living Trusts - Created during the lifetime of the Grantor, but can be altered.
  • Irrevocable Trusts - Cannot be altered, changed, modified or revoked after its creation.
  • Charitable Trusts - Benefits a particular charity or the public in general.
  • Testamentary Trusts - "Trust Under Will"; funded from estate assets to fulfill your wishes. 
  • Special Needs Trusts - For beneficiaries with disabilities while maintaining essential needs-based government benefits. 
  • Grantor Retained Income Trusts - Allows a person to remove assets from their taxable estate while maintaining an income interest.
  • QTip Trusts - Enables the Testator to provide for a surviving spouse and direct disposition of the assets at the death of that spouse.
  • Qualified Personal Residence Trusts - An irrevocable trust to hold your residence and remove its value from your taxable estate.  

A Boyd

Team of Experienced Trust Experts

Distinguished professional who have advanced degrees and professional certifications with over 196 years of combined experience.
 
reviews

Regular Reviews

We will meet with you regularly to review your trust, making adjustments based on changes in your life.
 
fiduciary

Full Fiduciary Responsibilities

We can fulfill all fiduciary duties including investment management, tax returns, accountings, and distribution.
 
Rebalancing

Disciplined and Personalized

Investment and financial planning solutions available depending on your situation.

 
 



Discover the CNTF difference.

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. 

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