Dunham Trust Company

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

25 Years

in Business

(775) 826-7900Call Visit WebsiteVisit Website Map & DirectionsDirections241 Ridge St Ste 100Reno, NV 89501 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Reno with Investment Advisory Service

Stead (1 miles)
Sparks (6 miles)
Sun Valley (9 miles)
Lemmon Valley (13 miles)
Verdi (15 miles)

More Info

Email

Extra Phones

Phone: (775) 333-5277

Fax: (775) 826-7904

TollFree: (888) 438-6426

Neighborhoods

Lake's, Downtown Reno

Other Links

http://www.dunham.com

https://dunhamtrust.com/Contact

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Details

Phone: (775) 826-7900

Address: 241 Ridge St Ste 100, Reno, NV 89501

Website: http://www.dunham.com

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Dunham Trust Company

Tax Planning
A correctly structured and administered trust will include well-designed planning for taxes – income, capital gains and estate. Tax planning includes legitimate avoidance or deferral of taxes in order to maximize the transfer of wealth and the protection of legacy.
Charitable Giving
Estate Taxes
Avoiding Probate
Probate can add time delays, expenses, and unwanted publicity. Establishing a trust can avoid probate because the death of the trust grantor will not affect trust property, which continues to be held and managed in confidence by the trustee.
Tax Services
Tax Deductions
Federal estate and gift tax deduction that allows qualifying gifts, at death or during life, to one's U.S.-citizen spouse to pass tax free.
Income Tax
For certain trust types, Nevada does not assess state income tax on the trust’s undistributed accumulated income, making a Nevada trust “money ahead” of high income-tax states.

Investment Management
Dunham Trust Company is a privately held trust company. It is licensed in the states of Nevada and Colorado and is regulated by the state of Nevada, Department of Business and Industry, Financial Institutions Division. Dunham Trust opened in 1999 with the core belief that cultivating highly personal service would make a positive difference in providing exceptional trust administration services. Whether we are working with a family running a business or assisting a wealth manager, building lasting relationships has been and continues to be our key to sustained success. Our senior trust officers interact directly with you so you can benefit from their extensive trust administration, operations and investment management expertise. We look forward to working together with you to build a legacy that lasts for generations.
Mutual Funds
Shawn Young serves as a member of the Board of Directors of Dunham Trust Company. She is the CFO of Lone Peak Holdings, LLC, a single-family office in San Francisco, and has worked in the single-family office space for several years. Ms. Young has previously served as Controller or CFO of Mutual Fund and Hedge Fund companies as well as Partner in Public Accounting firms, and is active in community organizations. She earned a B.A. from University of California at Santa Barbara and is a California licensed CPA. Ms. Young has previously held FINRA Series 27 and 66 registrations. Read More
Bonds
Wealth Management
Daniel Sands is the Trust Portfolio Manager for Dunham Trust Company (DTC). He is responsible for the day-to-day management of portfolio assets for DTC and works in concert with the Dunham & Associates Investment Counsel (DAIC) Analyst team. Daniel provides wealth management, portfolio implementation, and investment oversight using a consultative approach incorporating existing financial advisors and DTC Trust Officers. He reviews and analyzes investment programs, asset allocations, and investment goals to help achieve desired results for all stakeholders. See Full Bio CLOSE

Accounting Services
The advantages of working with Dunham Trust include a user-friendly interface that simplifies the bookkeeping process for you by providing basic reporting functionality and easy tracking of contract liabilities.
Bookkeeping Services

Financial Planning
Annuities
Long Term Care
Living Trusts
A credit shelter trust provided in a decedent's will or living trust as the contingent beneficiary of the applicable exclusion amount and with its primary beneficiary being the surviving spouse, who can then elect...
Charitable Remainder Trusts
An irrevocable trust with both charitable and non-charitable beneficiaries. The grantor transfers highly appreciated assets into the trust and retains an income interest. At expiration of the income interest, the remainder in the trust passes to a qualified charity of the grantor's choice. If properly structured, the CRT permits the grantor to receive income, estate, and/or gift tax advantages. These advantages often provide for a much greater income stream to the income beneficiary than would be available outside the trust.
Charitable Lead Trusts
A charitable trust is an irrevocable trust that may be set up during life or at death if you wish to leave all or some portion of your estate to charity. These trusts are used for philanthropic reasons as well as to obtain certain tax advantages. There are two specific types of charitable trusts: a charitable remainder trust and a charitable lead trust, often known as a “split interest” trust.
Asset Protection
Nevada is the preferred state for Asset Protection Trusts that provide enhanced asset protection from creditor claims against you or from other family members taking from the trust.

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