Trust, Estate and Tax Services

At Peapack Private, we have the knowledge, experience and resources to handle trusts and estates with the highest level of professionalism. We assist clients in maximizing the after-tax transfer of wealth to beneficiaries and future generations. Importantly, we develop these strategies to ensure the greatest possible flexibility.

Trust Services

  • Administer complex personal and charitable trusts
  • Serve as trustee, co-trustee, successor trustee and agent
  • Accurate accounting of trust activity
  • Investment management of trust assets
  • Mandatory and discretionary distributions to beneficiaries
  • Compliance to applicable law, including tax filings

Estate Settlement Services

  • Probate of will
  • Collection, inventory and valuation of assets
  • Payment of debts
  • Explore tax strategies to minimize estate, generation skipping and income taxes
  • Distribution of assets pursuant to estate plan
  • Coordinating the completion of estate tax returns

Tax Services

  • Fiduciary income tax
  • Personal income tax
  • Estate and gift tax
  • Private foundation

Delaware Trust Services

  • Asset protection
  • Multi-Generational Wealth Transfer / Dynasty Trusts
  • Elimination or minimization of taxes on trust assets
  • Investment flexibility
  • High level of confidentiality