From his office in midtown Manhattan, Jonathan S. Berck offers his clients a wide variety of trustee and escrow services. Whether you are looking for an escrow agent, a trustee for a life settlement trust or developing a new life settlement program, Jon Berck is dedicated to finding creative solutions to his clients' problems, while respecting their desire for discreet legal counsel.
Trustee Services
In his personal capacity, Jon Berck is one of the leading trustees in New York and Delaware for life settlement programs. Mr. Berck has worked with numerous participants in the life settlement industry to design documents and set up transaction structures that will withstand legal scrutiny and accomplish the client's goals. Mr. Berck will review financial documents, diagnose potential problems, and develop a comprehensive trust plan that is tailored to your needs. He assists clients at every step of the process, and provides a variety of trustee services:
- Development of trusts suitable for transactions in the marketplace
- Proactive review of trust documents
- Document retention
- Trustee services, including administration of sub-trustees
- Trust transfer
- Robust and auditable banking systems
In his personal capacity, Mr. Berck serves as a trustee in both New York and Delaware, and can assist in arranging for trustees in other locations. He also has a network of sub-trustees with whom he works.
Escrow Services
In addition to traditional escrow services, Jon Berck has experience in assisting the sale of life settlement interests, in both the primary and secondary markets.
Contact
Whether you are developing a trust plan or you are looking for an experienced escrow agent, you want to find a lawyer you can trust. As a sole practitioner, Jon Berck is able to provide his clients with the personal service they deserve, providing legal counsel twenty-four hours a day, seven days a week. With an existing robust infrastructure in place, he is ready to help you immediately. Contact him today for more information.
