Trust Administration

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Depend on us to keep your financial affairs in order.

For our team, protecting your interests is truly a matter of trust
From family trusts to corporate pension and profit-sharing plans, the experienced professional asset management team at Berkshire Bank is often called upon to administer financial trusts. You can depend on us to act in good faith on behalf of all beneficiaries, keep accurate records and handle proceedings with the utmost fairness. Here are just some of the matters we can help you with:

  • Individual Retirement Account rollovers
  • Investment management accounts
  • Personal trusts
  • Pension plans
  • Profit-sharing plans
  • SEP (Simplified Employee Pension)
  • Individual Retirement Account trusts
NOT FDIC INSURED ARE NOT GUARANTEED MAY LOSE VALUE
ARE NOT DEPOSITS ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ARE NOT A CONDITION TO ANY BANKING SERVICE OR ACTIVITY

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