• Trust Services

    BGM Trust Services

Boeckermann Grafstrom & Mayer has teamed with Cornerstone Private Asset Trust Company, LLC, a boutique trust company, to offer specialized services to help our clients achieve their estate planning goals and transition wealth from one generation to the next. Cornerstone provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and your long-term goals.

As an independent, public trust company, Cornerstone is flexible, responsive and takes a personalized approach that recognizes the unique needs and goals of each client. Since Cornerstone was established in South Dakota, we can offer additional advantages regarding taxes, trust duration, asset protection, and privacy statutes that can substantially benefit clients.

Cornerstone can serve as a trustee for any type of trust, including:

  • Asset Protection Trusts
  • Charitable Trusts
  • Dynasty Trusts
  • Irrevocable Trust
  • Life Insurance Trusts
  • Revocable Living Trusts
  • Trusts Under Wills

Contact us to request additional information about our firm or to learn more about our services and specialty practice areas.