Yellowstone Trust Administration is professional, prompt and experienced. When I call YTA, I know I will get to speak with Rob or Randy and get accurate answers for my advisors and donors. Accordingly, they are very accessible and patient with my many questions. In addition to YTA's excellence service, they have a reasonable fee structure that is clear, easy to calculate and very competitive. Based on my working experience with Rob and Randy over the years, I highly recommend YTA for the administration of charitable remainder trusts and charitable lead trusts.
Lani Starkey, JD, LLM, CPA, Associate Vice President, Principal Gifts and Estate and Gift Planning, University of Hawaii Foundation
I strongly recommend Yellowstone Trust Administration and Randy Huston as a part of your charitable planning team. I have worked on and closed a number of great cases them. Randy's knowledge in the planning field is invaluable. Their expertise, availability, illustrations, advice and tax administration services have helped me to more easily navigate the planning and on-going maintenance with clients. YTA has been a great tool for a number of my fellow advisors and has certainly been an integral part in my clients' team of trusted advisors.
Nicole Anderson, JD, LLM, Anderson Law Group, Inc.
I met Randy over twenty years ago. I was immediately impressed by his level of knowledge. Over these past years, on a number of occasions, Randy has been continuously helpful and always there in assisting clients with establishing Charitable Remainder Trusts.
Randy and Rob are a team you can depend on!
Don Deasy, CLU, ChFC, ITS Training
The Huston's and Yellowstone have always been extremely timely and well-versed with any CRT information that was necessary. I would highly recommend Yellowstone and their services.
Scott Rulon, CPA, Rulon Financial
Our company has been associated with Yellowstone Trust Administration since their inception. My contacts with both Randy Huston and Rob Huston have proven to me that Yellowstone employs a team of highly trained professionals who services their clients on a very personal level. We have referred a number of our clients to Yellowstone who have been very pleased with the trust administration services they provide and their excellent customer service.
We, at Providence St. Vincent Medical Foundation, would highly recommend Yellowstone as your choice for charitable trust administration.
Lon Dufek, CPA, CFP, Executive Vice President Providence St. Vincent Medical Foundation
I have known the principals of Yellowstone Trust Administration for over a decade. Their personal ethics, integrity, and honesty are without a blemish. The administration services offered to trustees are delivered in a timely fashion, are complete, are correct and all at an amazingly low fee for the services received. I have found the service to be immediate with excellent responses to inquiries by phone, as well as other means of communication to be quick and the technical information to be accurate.
It is an enhancement to my practice to be able to recommend Yellowstone Trust Administration to my clients who are contemplating charitable trust planning.
David J. Harowitz, Esq., Tempe, AZ
We have referred several clients to Rob Huston for trust administration. He has been very helpful and has served the client's needs very well. I would not hesitate to make additional referrals.
David S. Rigg, CPA, Partner - JW & Co., CPA's
As a financial planner for over 30 years, specializing in the design of sophisticated and discriminating, highly leveraged tax arrangements for high income/net worth individuals...I am very pleased to be involved with a company whose services, knowledge, accessibility, support, attitude and fees are reflective of receiving excellent and uncompromised value by any measure. Yellowstone Trust Administration, Inc., in my view, is the standard by which all others are to be measured.
Alan Freedman, CLU, ChFC, CFP, RHU, Albers Financial Group, Inc.
Yellowstone has provided very responsive service to my clients at competitive rates. In the specialized business of charitable trust administration, it's great to have a company like Yellowstone to turn to for comprehensive accounting and tax return preparation service.
Kelly E. Ford, P.C., Attorney at Law, Beaverton, OR
If you are working in the Charitable Giving marketplace or if you happen to need expertise or trust administration, I cannot think of two more qualified guys than Randy and Rob Huston at Yellowstone Trust Administration. You will be glad you have them on your team.
As brothers, they are able to rely on each other's strengths to provide outstanding service to clients and prospects.
Randy, a CFP, the marketing expert, is educated in the charitable trust arena. He provides accurate, easy to assimilate information that will help you or your clients quickly reach an informed decision.
Rob, a CPA, the "details" guy, handles the day to day accounting and tax work flawlessly.
I am happy to recommend Yellowstone Trust Administration because I know, from personal experience, that you and your clients will benefit from their expertise and services.
James L. Tewalt, CFP, Glendale, AZ
Yellowstone Trust Administration, Inc. is an upright, highly professional organization and exceptionally easy to work with. Our experience has found them to be knowledgeable and reliable in all aspects of their work and their fee structure is fair and reasonable. It is near obligatory to recommend their services.
Virgil D.R. Gunnarson, D.R. Planning, Inc.
Azusa Pacific University recently used the trust accounting services of Yellowstone and we have found them to be knowledgeable, punctual and reasonable!
Hank C. Bode, Azusa Pacific University
A few years ago, I was a member of a 32-person study group of charitable planning specialists. Several members had had very negative experiences with another (large) independent trust administration firm which was seeing fallout from uncontrolled growth. Several of us looked for a replacement.I've now worked with Yellowstone Trust Administration for years. And I couldn't be happier. Flawless services; product support; integrated, multidisciplinary knowledge of design options and applications; the most reasonable fees (and choices) anywhere; and telephone responsiveness which could be improved only if they were down the hall in my building. I've got the most valuable strategic alliance possible!Most importantly though, these are people of INTEGRITY whom I'm proud to call my friends.