Trust & Estates | U.S. Bank

Build your legacy

Your legacy can have a lasting impact for your family and community. Providing for loved ones and the causes that matter most to you takes thoughtful planning.

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Understanding Trusts

Create a forward-thinking strategy

A robust estate plan reflects your unique vision and values. A forward-thinking strategy takes into account everything required to settle your estate, which can be complex, time consuming and stressful. A well-designed plan balances the interests of friends, relatives and the causes you care about most.

What is a trust?

Trust and Estate Considerations

Talk with your legal and tax advisors

Creating the right type of trust depends on your purpose and goals. You have objectives, unique to you, such as transferring assets in a tax-efficient way, structuring charitable giving or administering your plan through multiple generations. Some types of trusts can be modified after they are created, while other trusts are irrevocable after they are legally established.¹

Learn more about types of trusts

Trust Situs

Choose a state with trust-friendly laws

If your estate plan will include an irrevocable trust, you may want to consider locating it in a state with trust-friendly laws.

Learn more about trust situs

Our approach to trusts and estates

We see trusts and estates as a critical component of your overall wealth plan. Our goals-focused approach to wealth planning sheds light on your priorities and creates a financial plan that can help get you there. We listen to your goals and priorities and collaborate with you and your attorney to determine the right structure for your will, trust or entire estate plan.