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First Covenant Trust and Advisors
  • About Us
    • Our Approach
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      • Brianna H. Snyder
      • Candace N. Smith
      • Clay G. Hixson
      • Dale White
      • David A. Greene, JD/CPA
      • Dee Ann Lechner, CFIRS, ATOP
      • Peyton Russell
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How We Help

 

The case studies linked below illustrate different ways First Covenant Trust helps guide people through trust and estate related situations. The examples are based on actual scenarios, but names and some facts have been altered in order to preserve client privacy.

Surviving Spouse
Second Marriage
Life Insurance Protection
Professional Athlete
Special Needs Trust
Young Beneficiaries
Discretionary Trust

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315 N. Main Avenue, Suite 305
Sioux Falls, SD 57104
office: (866) 659-3404

541 Sid Martin Rd, Suite B
Johnson City, TN 37615
office: (423) 232-0456
fax: (423) 263-0230

419 Second Street NW, Ste 100
Hickory, NC 28601
office: (828) 641-9464
fax: (704) 464-3797​