Firm Overview and Philosophy
Stephano Law Offices has a unique firm philosophy.

Establishing a Group Insurance Trust
or Multiple Employer Trust

Practice Areas
A large range of practice areas for every client's needs.

Legal Disclaimer
Make sure to view our legal disclaimer.

Inquiries
Complete an Inquiry Form so we can better assist you.

Contact Us
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ESTABLISHING A GROUP INSURANCE TRUST OR MULTIPLE EMPLOYER TRUST

In today’s business world there sometimes is a necessity to establish or setup a multiple employer trust or group insurance trust. Stephano Law Offices has this experience, and can help draft your Trust and Administrative agreement and assist in the establishing of your group insurance trust or multiple employer trust with a bank.

When a Trustee is required for a life, accident, disability or other group insurance plan, Stephano Law offices and/or it’s bank of choice is a dependable choice.

We assist you in finding a

  • Finding a Trustee who will maintain the policy in safekeeping and issue periodic fee notices to the sponsoring company or affinity group.
  • Find a trustee who will maintain a complete accounting of all transactions in their trust accounting system.
  • Access on line access to account information which allows you to provide your clients with personal responses to their inquiries without delay.
  • Stephano Law Offices expertise along with affiliation with expert trustees and knowledgeable administrators, and attention to detail make us the choice for a group insurance trust or multiple employer trust facilitation.
Our fees are very reasonable and based upon client needs and the detail of work. The establishing of a group insurance trust is an important matter, and the choosing of a trustee and state are important matters. Let us assist you and guide you in your choice.

 

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Stephano Law Offices
 
 11150 83rd Lane North, West Palm Beach, FL  33412
 Local (561) 627-1520- Fax (866) 756-0811 - Cell (561) 245-1114

© 2008 Renee-Marie Stephano, Esq. d.b.a Stephano Law P.A