Are you the trustee of a Crummey trust?
Do concerns over potential tax liabilities
keep you awake at night? Should they?

Crummey trusts are a staple in the Trust & Estate Planning industry. However, with all of the complexities involved in complying with Internal Revenue Code Section 2503(b), trustees have either neglected to send the notifications as required, have been unwittingly doing it incorrectly or worse, can't prove they've done it at all. This is a ticking time bomb of future liability for all concerned!

Legacy Management Group, LLC has developed TrustManager^TM, the only fully automated web-based trust management system. Designed by a team of legal, estate planning, life insurance and software development experts, TrustManager solves the problems and virtually eliminates the liabilities associated with the beneficiary withdrawal rights administration of Irrevocable Life Insurance and Crummey trusts.

TrustManager^TM's secure service is provided to users after an account has been created. Click Here to request pricing information. Click Here to open an account.