The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Dunn Perrault & Associates has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

Meet the Team