Trustee & Escrow Services
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 to develop a new life settlement program, Mr. 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, Mr. Berck is one of the leading trustees in New York for life settlement programs. He 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
- Custodianship of documents
- Trustee services, including administration of sub-trustees
- Trust transfer
- Robust and auditable banking systems
Mr. Berck can assist in arranging for trustees in other locations. He also has a network of sub-trustees with whom he works.
Escrow Services
Jonathan S. Berck provides cash escrow services in a number of industries, including real estate, life settlement and commodities. In certain circumstances, Mr. Berck can arrange for physical escrow of precious stones.
