PooranLaw Launches Trustee Services with Concentra Trust

PooranLaw is excited to announce our new Estate and Trust Program in collaboration with Concentra Trust and Ability Tax & Trust.  This will make your planning more secure than ever.  Concentra Trust is a national trust company that specializes in planning and administering trusts.  Ability Tax and Trust Advisors have been affiliated with PooranLaw for almost a decade and is a tax, trust, and estate planning firm dedicated to serving people with disabilities and their families.

Our clients will now have the option of appointing Concentra Trust as a corporate trustee for their estates and Henson Trusts, with PooranLaw and Ability Tax & Trust providing the disability specific legal, accounting and tax expertise and personal commitment to people and families who offer, administer and benefit from Henson Trusts, Staged Trusts, Housing Trusts and estates.

We believe this arrangement provides our clients with the best of both worlds:

  • Your estates and trusts will continue to benefit fully from our firm’s deep knowledge of all aspects of disability law, estate and trust administration.
  • At the same time, you will enjoy the peace of mind that comes from having the support of a long-established trust company – Concentra Trust has specialized in estates and trusts since 1952 and has over $36 billion in assets under administration.
  • Finally, Concentra Trust’s values are aligned with ours – they are a progressive corporation with roots in the credit union system and the co-operative banking tradition.

We have also succeeded in negotiating a very competitive fee structure for our clients, representing excellent value for the services offered.

PooranLaw appreciates the trust that our clients place in us to support their long-term planning. Please contact us if you would like to discuss our estates and trusts services further.