CSI Trust Company

Summary of Services:

CSI Trust Company is a financial Institution and a charitable non-profit – a designated 501(c)(3) organization. CSI has provided daily money management, trust and fiduciary services to a growing gap group of Hawai'i’s most fragile and vulnerable residents who do not qualify for assistance with their financial affairs since 1988. Our primary purpose is to provide personalized financial management and fiduciary solutions to Hawai'i’s families – our kupuna, individuals with disabilities, and those for whom an individual trustee or bank trust company may not be appropriate or feasible. CSI’s mission is to assist these individuals to maintain a comfortable, secure and independent lifestyle through personalized trust and fiduciary solutions and related financial management.

Experience:

Daniel Shelverton is Executive Director of CSI Trust Company. Daniel has significant experience working in the trust and estates arena, and finds the work very rewarding. As a former vice chair of the Elder Law Section of the Hawai'i State Bar, and active member of both the Elder Law Section and Probate and Estate Planning Sections, he is actively involved in the trust and estates community. He finds it gratifying to guide clients through the journey of estate planning and estate settlement. Daniel obtained a B.F.A. from the University of North Carolina at Chapel Hill, and received his law degree from St. Thomas School of Law in Miami, Florida. While in law school, he completed an externship in the Miami Dade Prosecutor’s Office. After law school, he was a law clerk for the Probate Court of the First Circuit Court, State of Hawai'i. Additionally, he worked at Bank of Hawai'i as a trust officer in their estate settlement department.

Contact Information:

• Address: 1001 Bishop Street, Suite #2305, Honolulu, HI 96813
• Phone: (808) 538-0353
• www.csitrustcompany.org

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