20. October 2015

Mutual of Omaha Brochure

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P A R T N E R C O M P A N I E S

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Byrd Settlements Inc.

Providing Guidance and Options for Stand-Alone Investment Accounts, Settlement Trusts and Structures

Byrd Settlements Inc. offers Professional Trust Protector services, which allow for the removal and replacement of a trustee/financial adviser over the life of a trust without petitioning the court. As a 2012 Forbes article put it, “The [Trust] Protector is so useful, and it has become so commonplace, that the concept should almost always be discussed between planners and those looking to form trusts.”

Evans and Byrd Settlements can help determine whether a structure, a trust, a combination or neither is appropriate and can act as the primary point of contact during selection and coordination of the trustee, trust attorney and financial adviser (in combination with a Trustee or in a stand-alone capacity) while finalizing the settlement documents.

Byrd Settlements can recommend at least 3 trusted options of both trustee and financial adviser, achieving the best fit for the client by making the choice truly their own, at no additional cost. Any combination of these 6+ expert service providers, plus trust protector services should yield savings of approximately 25% + or $5,500 plus interest per million dollars, per year. However, there is no minimum case size, so your clients’ best interests are not subject to artificial corporate thresholds.

We provide a full spectrum of expert settlement management options on any case. This sets us apart from the less flexible traditional models.

Visit our Trusts page to learn more about Byrd Settlements’ trust and trust protector services.

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