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Concord Trust Company

89 North State St., Concord, New Hampshire, 03301, United States

Phone: (603) 219-0264

Fax: (603) 856-8179

Email Concord Trust Company

About Concord Trust Company

Established December 2011

Assign or retain as much control as you wish over investments, distributions and other trust management decisions. CTC offers a flexible, comprehensive and cost-effective approach for families all over the nation to establish and maintain a continuing nexus or ongoing relationship with the state of New Hampshire, and thereby access its legislative benefits and protections for their trusts. Beyond access to NH's advantageous trust laws, CTC provides careful and in-depth review of multi-participant trust documents to determine the responsibilities and liabilities of the various participants. As directed trustee, we can serve as a "coordinating authority" to assist in the efficient operation of the trust
For multiple investment manager trusts, CTC also offers data aggregation services which gather information from the various managers and provide the family with omnibus reports that support the effective management of the trust.
Additional supporting services include all or any combination the following:
• A summary of pertinent New Hampshire trust law
• An overview of a Trustee's duties under New Hampshire law
• A memorandum on maintaining "nexus" with New Hampshire
• Maintenance of original documents
• "Reminders" for New Hampshire trust's reporting requirements
• Support for meetings of trust advisors and committees held in Concord, New Hampshire
• Assistance in obtaining and maintaining insurance on any personal property held in New Hampshire
• Establishing and maintenance of a local checking account and/or safe deposit box for trusts
• Timely preparation and distribution of payments for beneficiaries, insurance premiums, trust expenses and any taxes
• U.S. Federal Tax filings
• Forwarding, or retention, of any trust mail delivered to the trust's New Hampshire situs
• Special arrangements to maintain certain documents for New Hampshire trusts in CTC's fire-rated safes, as necessary
• Fiduciary accounting (including aggregating off-site account reports), and default custodian/clearing agent services
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