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The Private Client Group: Trust Administration

The Private Client Group: Trust Administration

U.S. Bank has been providing trust services for generations. The Private Client Group offers a wide range of trust services, and our dedicated professionals are experienced in handling the complex financial and emotional issues of trust and estate administration.

A Trust May Benefit You In Many Ways

Many people accumulate wealth in their retirement accounts and own assets that, when added together, have value. A properly drafted trust, a legal arrangement drafted by an attorney that transfers property to a trustee, may be a critical tool in estate planning. It can help you think about the type of legacy you want to leave, including:

  • Helping protect your assets and ensuring their distribution according to your wishes
  • Helping protect your estate from potentially excessive taxation and transfer costs
  • Managing your affairs when you are no longer able
  • Creating a detailed charitable giving plan

Regardless of your trust goals, our trust professionals will offer experienced trust administration as well as sensitivity and discretion.

We Can Help You Prepare for Tomorrow

Creating a trust is a highly collaborative effort. Our trust professionals will work closely with you and your legal and tax advisors to identify and implement the best financial strategies for your situation. Our comprehensive trust administration services include:

  • Revocable and irrevocable trust administration
  • Estate administration
  • Investment management
  • Charitable gifting strategies
  • Business succession planning
  • Risk management
  • Insurance planning

If you wish, our trust professionals can also serve as your corporate trustee, co-trustee or agent. As a corporate trustee or co-trustee, we accept responsibility for carrying out the terms of the trust in an unbiased manner.

Investment Management

As trustee or as agent, we are able to act in your best interest by managing your investment portfolio. This includes providing you with a professional portfolio manager who will work with you to design a comprehensive asset allocation strategy tailored to your investment objectives and/or those of the trust, and provide ongoing investment management services.

Fiduciary Services

In the event you become incapacitated, we are able to handle your affairs discreetly and efficiently, from paying bills and filing insurance claims to maintaining your residence and managing your investment assets.

Investment products are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.

This information is not intended to serve as a recommendation or solicitation for the purchase or sale of any particular product or service. It does not constitute advice and is issued without regard to any particular objective or the financial situation of any particular individual.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of its affiliates.

In some circumstances: Insurance products including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

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