Personal Trust

Overview

We understand that some things are too specialized and important to handle on your own. Our trust professionals are knowledgeable in all areas of trust management and administration with specialized experience in personal trusts, both revocable and irrevocable, grantor trusts, charitable trusts, special needs trusts, testamentary trusts, and asset protection trusts. We will be here to assist multi-generational families throughout the years as financial circumstances and needs change.

Why Establish a Trust?

Trusts can accomplish a number of asset management and financial planning objectives. The correct trust can provide a vehicle by which to protect your family, business and assets as you seek to control the distribution of wealth and charitable giving, reduce possible estate tax liability and avoid probate. We will work closely with you to design and implement strategies that fulfill your plans for the future while maintaining confidentiality and protecting your privacy.

Trust services include:

  • Family wealth transfer
  • Business succession and transfer
  • Allocation of resources for education
  • Eldercare needs
  • Charitable giving

How We Serve You

Our trust team is adept at managing the many issues that may arise as you seek to create a trust to best fulfill your needs and goals. We will consistently carry-out these functions with the expertise and sensitivity required as we evaluate your personal and business circumstances, the preferences of the trust's grantors and beneficiaries and maintain your confidentiality.

Find assistance with the following:

  • Trust administration
  • Investment management
  • Real estate management
  • Representation of trustees in estate and trust administration
  • Managing disbursements
  • Collecting and distributing income
  • Recordkeeping

Investment products are: Not a Deposit — Not FDIC Insured — May Lose Value — Not Bank Guaranteed — Not Insured by any Federal Government Agency — Subject to Risk