BCAP’s trust and estate services are for those clients who are seeking cost effective and independent wealth management that is not tied to selling of a financial product.
Unlike many bank trust departments, BCAP’s trust and estate services allow continuation of services with your existing attorneys and accountants. Additionally, we are able to accommodate alternative investments.
Our trustee is chartered by the Office of Thrift Supervision (OTS), a bureau of the U.S. Treasury Department, and may do business in all 50 states. Additionally, the trustee is a member of the Federal Deposit Insurance Corporation (FDIC).
Our trust services include trust administration and record keeping services for all types of personal trusts such as revocable and irrevocable personal trusts, successor trusteeship for living trusts, irrevocable life insurance trusts, charitable remainder trusts, custodial trusts, asset protection trusts, and special needs trusts.