January 3, 2020

Time Flies!

Has it been a year already??? A year ago we started our Blog page to share our insights, thoughts and updates to our readers. Our goal? To showcase the intellectual capital of First State Trust Company and let our readers see another side of our team that might otherwise go unnoticed. After 17 posts, I believe we have delivered insightful and thoughtful writings. From market updates, Decanting to a Special Needs Trust, ESG Investing, Association Retirement Plans, Tax Issues to be Aware of, the Delaware Trust Act of 2019 and others, the topics were diverse and thought provoking. For 2020, we look to deliver even more insight and commentary on a range of topics you find helpful.

2019 was a very positive year for us. We opened a new office in Palm Beach, Florida, engaged with new partners, and continued to grow. In doing so, we believe we helped many new clients and partners service Trust relationships and fulfill the wishes and intents of the grantors. We will continue to stay focused on servicing our beneficiaries, clients and partners. So here is to another terrific year and I wish all of our readers, beneficiaries, clients, advisors and partners a Happy and Healthy 2020!

A special congratulations to the newest member of the FSTC family who arrived on December 27th, 2019. Ava Marie McElwee, was born to our Compliance Officer, Mike McElwee. We wish Mike, mom Taimeka and Ava a wonderful year of firsts and happiness.

James Okamura, President

 

The posts expressed are views of FSTC and are not intended as advice or recommendations. For informational purposes only.