Trustate News and Resources

Featured Press

In Her Own Words: The pandemic is only Leah Del Percio’s most recent crisis. Still she thrives.
In Her Own Words: The pandemic is only Leah Del Percio’s most recent crisis. Still she thrives.
Ellen Sherberg
As our communities struggle to open, women across America see their lives becoming more complicated as they juggle responsibilities at home and at work (which is often still at home), caring for coworkers, customers and family. For Leah Del Percio crisis has become a way of life.
Podcast: Estate Administration Pitfalls | What Happens After You Die?
Podcast: Estate Administration Pitfalls | What Happens After You Die?
Off the Wall
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?
Trustate selected as a Fire Awards Honoree
Trustate selected as a Fire Awards Honoree
Lauren Coffey
Trustate is proud to announce we have been selected as a Tampa Bay Fire Awards Honoree for 2021.
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Featured Blogs

Art In An Estate- What To Do
Art In An Estate- What To Do
Trustate Team
When we think about assets in an estate administration we often think about property like real estate or land, or perhaps cash and investment accounts. However, art is a major asset that can bring with it many questions about how to account for it in an estate administration, how to determine its value, and how/if it has an impact on estate taxes.
Co-op in an estate administration? What to do first. 
Co-op in an estate administration? What to do first. 
Trustate Team
Co-ops are property types popular in major cities such as New York and Miami. If you are working through an estate administration that involves a co-op, read this article to understand the first four steps you will need to take.
Eagle 9 Policies, Co-ops, and Estate Administration
Eagle 9 Policies, Co-ops, and Estate Administration
Trustate Team
Co-ops can be a tricky piece of the estate administration puzzle. In this article, we not only address transferring the ownership of a co-op, but also important things to be aware of like Eagle 9 policies.
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