Trust Officer definition: Copy, customize, and use instantly
Introduction
The term "Trust Officer" refers to an individual responsible for managing trust accounts, overseeing the administration of trusts, and ensuring compliance with relevant legal and fiduciary obligations. It is essential for defining the role of the trust officer within a legal, financial, or corporate context, ensuring the proper handling of trust assets and client interests.
Below are various examples of how "Trust Officer" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Trust Officer" as a fiduciary role
This definition ties "Trust Officer" to the fiduciary duties of overseeing the assets and ensuring that all actions are taken in the best interests of the beneficiaries.
"Trust Officer" means an individual responsible for the administration, management, and oversight of trust accounts, ensuring that all fiduciary duties are performed in accordance with applicable laws and regulations.
Definition of "Trust Officer" as a corporate position
This definition connects "Trust Officer" to the specific duties and responsibilities within a corporate trust company.
"Trust Officer" refers to a person employed by a corporate trustee, responsible for managing trust administration, coordinating investment strategies, and ensuring compliance with trust agreements.
Definition of "Trust Officer" as an estate administrator
This definition links "Trust Officer" to estate administration and the management of estate trusts.
"Trust Officer" means the individual designated to oversee the management of an estate trust, ensuring proper administration, asset distribution, and compliance with estate laws.
Definition of "Trust Officer" as a financial advisor
This definition applies "Trust Officer" to a financial advisor who manages trusts and advises on investment strategies.
"Trust Officer" refers to a financial professional responsible for advising clients on investment strategies, managing trust assets, and ensuring the long-term growth and security of the trust.
Definition of "Trust Officer" in legal terms
This definition ties "Trust Officer" to legal responsibilities in managing trusts.
"Trust Officer" means an individual legally designated to oversee the execution of a trust agreement, ensuring all legal obligations are met in accordance with the trust's terms.
Definition of "Trust Officer" as a compliance officer
This definition connects "Trust Officer" to the role of compliance and regulatory oversight within trust administration.
"Trust Officer" refers to an individual responsible for ensuring that all activities related to trust management comply with relevant laws, regulations, and policies.
Definition of "Trust Officer" as a client relationship manager
This definition links "Trust Officer" to the management of client relationships, ensuring communication between the trust and its beneficiaries.
"Trust Officer" means the individual who maintains relationships with trust beneficiaries, ensuring that their needs are met and that trust assets are managed according to the client's wishes.
Definition of "Trust Officer" as an executor of trusts
This definition applies "Trust Officer" to the role of executor within a trust agreement.
"Trust Officer" refers to the person appointed as the executor of a trust, responsible for ensuring that all terms of the trust are carried out as per the grantor's instructions.
Definition of "Trust Officer" as a portfolio manager
This definition ties "Trust Officer" to the role of managing investment portfolios within trusts.
"Trust Officer" means an individual responsible for managing the investment portfolio of a trust, making investment decisions, and maximizing the financial benefits of the trust.
Definition of "Trust Officer" in an estate planning context
This definition connects "Trust Officer" to estate planning activities, including structuring trusts for future generations.
"Trust Officer" refers to the professional overseeing the creation and management of estate plans and trusts, ensuring that all assets are properly allocated and protected for future generations.
Definition of "Trust Officer" as a fund manager
This definition links "Trust Officer" to the management of trust funds, ensuring growth and security.
"Trust Officer" means the person responsible for managing the trust fund, making investment decisions, and ensuring the trust assets are protected and properly allocated.
Definition of "Trust Officer" as a fiduciary advisor
This definition applies "Trust Officer" to an advisor's role in providing fiduciary advice within trust management.
"Trust Officer" refers to the advisor responsible for providing fiduciary advice to clients on trust matters, including asset management and distribution strategies.
Definition of "Trust Officer" in tax planning
This definition ties "Trust Officer" to tax planning and ensuring tax compliance within trust management.
"Trust Officer" means the individual responsible for ensuring that the trust complies with all relevant tax laws, filing requirements, and managing any tax implications for the trust beneficiaries.
Definition of "Trust Officer" as a dispute resolver
This definition connects "Trust Officer" to the role of resolving disputes involving trusts and beneficiaries.
"Trust Officer" refers to the professional responsible for managing and resolving disputes related to trust administration, ensuring a fair and equitable outcome for all parties involved.
Definition of "Trust Officer" as a risk manager
This definition links "Trust Officer" to risk management in trust administration.
"Trust Officer" means the person responsible for identifying, assessing, and mitigating risks associated with the management of trust assets, ensuring the trust's safety and longevity.
Definition of "Trust Officer" as a compliance officer in financial services
This definition applies "Trust Officer" to the role of ensuring compliance with financial regulations in trust management.
"Trust Officer" refers to an individual in a financial institution who ensures that trust accounts comply with financial regulations, laws, and policies.
Definition of "Trust Officer" in the context of charitable trusts
This definition ties "Trust Officer" to charitable trust administration.
"Trust Officer" means the individual responsible for overseeing the administration of charitable trusts, ensuring that all terms of the trust are met and charitable contributions are managed appropriately.
Definition of "Trust Officer" in the context of family trusts
This definition connects "Trust Officer" to the management and administration of family trusts.
"Trust Officer" refers to a professional responsible for overseeing the creation, management, and distribution of family trusts, ensuring the needs of family members are met according to the trust’s terms.
Definition of "Trust Officer" as a trust administrator
This definition links "Trust Officer" to a broader role of trust administration.
"Trust Officer" means an individual responsible for all aspects of trust administration, including asset management, beneficiary communication, and ensuring compliance with the trust's terms.
Definition of "Trust Officer" as a wealth manager
This definition ties "Trust Officer" to the wealth management role within trusts.
"Trust Officer" refers to a wealth manager responsible for overseeing the financial growth and preservation of trust assets, ensuring that long-term goals are met.
Definition of "Trust Officer" as a trustee representative
This definition connects "Trust Officer" to the representative role in a trust.
"Trust Officer" means the representative of the trustee responsible for managing and overseeing all aspects of trust operations and communication with beneficiaries.
Definition of "Trust Officer" as a legal counsel
This definition links "Trust Officer" to the provision of legal advice regarding trust matters.
"Trust Officer" refers to an individual providing legal counsel to trustees and beneficiaries, ensuring that all actions taken in trust administration comply with applicable laws.
Definition of "Trust Officer" in a corporate trust context
This definition applies "Trust Officer" within the context of corporate trust services.
"Trust Officer" means an employee of a corporate trust company responsible for overseeing the administration and management of corporate trust accounts and transactions.
Definition of "Trust Officer" in the context of pension trusts
This definition ties "Trust Officer" to the management of pension trust funds.
"Trust Officer" refers to the person responsible for managing pension trust funds, ensuring that pension assets are administered according to the plan's provisions.
Definition of "Trust Officer" as an administrator of living trusts
This definition connects "Trust Officer" to the role of managing living trusts.
"Trust Officer" means the individual responsible for administering a living trust, ensuring the assets are managed and distributed according to the trust's terms during the trustor’s lifetime and after death.
Definition of "Trust Officer" in estate administration
This definition links "Trust Officer" to estate administration duties.
"Trust Officer" refers to the person responsible for overseeing the distribution of assets in accordance with the terms of the estate or trust agreement.
Definition of "Trust Officer" in corporate governance
This definition ties "Trust Officer" to corporate governance activities involving trust-related issues.
"Trust Officer" means an individual responsible for overseeing trust-related governance matters, ensuring compliance with fiduciary duties and corporate policies.
Definition of "Trust Officer" in risk and compliance management
This definition applies "Trust Officer" to the role in managing risk and compliance in trust administration.
"Trust Officer" refers to the individual who manages risk and compliance issues related to the administration and management of trust accounts.
Definition of "Trust Officer" in regulatory compliance
This definition connects "Trust Officer" to regulatory compliance duties.
"Trust Officer" means the individual responsible for ensuring that all trust activities comply with relevant financial, tax, and legal regulations.
Definition of "Trust Officer" in international trusts
This definition links "Trust Officer" to the administration of international trusts.
"Trust Officer" refers to a professional responsible for the management and compliance of international trusts, ensuring that international legal requirements are met.
Definition of "Trust Officer" in trust modifications
This definition ties "Trust Officer" to the role in managing trust modifications.
"Trust Officer" means the individual who oversees the process of modifying the terms of a trust, ensuring all changes are properly documented and compliant with the law.
Definition of "Trust Officer" as a professional fiduciary
This definition connects "Trust Officer" to a professional fiduciary role.
"Trust Officer" refers to a professional fiduciary responsible for managing the trust's assets and ensuring that the trust’s terms are followed with the utmost care and diligence.
Definition of "Trust Officer" in corporate restructuring
This definition links "Trust Officer" to the role in corporate restructuring involving trusts.
"Trust Officer" means the individual responsible for managing trust assets and ensuring that trust agreements are adhered to during corporate restructuring.
Definition of "Trust Officer" as a personal trustee
This definition applies "Trust Officer" to the personal trustee role.
"Trust Officer" refers to a person appointed to serve as a trustee for a personal trust, responsible for managing and distributing assets according to the trust's terms.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.