WHY KODIAK TRUST COMPANY?

Alaska‘s current trust statutes make it a competitive and unique option for estate planners and advisors.  These statutes combined with Alaska’s favorable income tax laws provide a compelling case for advisors to consider using Alaska’s jurisdiction on behalf of their clients.

Alaska Trust laws are available to Alaska residents as well as non-residents.  A non-resident may create an Alaskan trust provided that the trustee is an Alaska resident; the trust administration takes place in Alaska; and some of the trust’s assets (amount not stated by law) are held in an Alaska based financial institution.

Kodiak Trust Company is one of the two fully operational trust companies doing business in the state of Alaska today.  Kodiak Trust Company works with attorneys, financial and investment advisors, CPAs and insurance professionals from around the world to provide flexible trustee services and the benefits of Alaska trust situs.  

The following are reasons why you should consider Kodiak Trust Company’s services for your clients:

• Kodiak Trust Company is fully independent.  It is not a subsidiary or affiliate of any brokerage house, insurance company or bank.

• Kodiak Trust Company’s principals have a combined 80+ years of experience assisting domestic and international clients with financial planning, investments and estate planning issues.

• Kodiak Trust Company has the flexibility to serve the role of trustee, permitting investment advisors to continue to manage the assets of their clients.

• Kodiak Trust Company is a boutique operation allowing them to offer highly personalized and customized services.

• Kodiak Trust Company’s professional alliances established through 80+ years of experience allow them to access the expertise and services available to larger firms.

•  Kodiak Trust Company’s principals have worked extensively with families from Mexico, South America and Europe.  They offer fluency in the Spanish language and an understanding of the cultural values and customs.