Wealth management
Trusts and estates
Planning ahead can help you provide for your loved ones and leave a lasting legacy. Connect with a U.S. Bank Wealth Management specialist to explore our trust and estate services.
What are trust and estate services?
Create a forward-thinking strategy.
Trust and estate planning services help clients structure, manage and transfer wealth through tools like trusts, estate strategies and fiduciary support. These services are part of our broad wealth management offering.
A robust estate plan reflects your unique vision and values, and takes into account everything required to settle your estate. We’ll work with your legal and tax advisors to ensure you have a well-designed plan that balances the interests of the people and causes you care about most.
Trust and estate considerations
What type of trust do you need?
Choosing the right type of trust depends on your goal – from transferring assets in a tax-efficient way to structuring charitable giving to administering a plan across generations. Some trusts can be modified after they’re created while others are irrevocable.1 Together with your legal and tax advisors, we’ll help you identify the type of trust that fits your need.
Trust situs
Choose a state with trust-friendly laws.
If your estate plan includes an irrevocable trust, you may want to consider locating it in a state with trust-friendly laws. We can help you determine the optimal location for your trust.
Wealth management trust and estate services
Trusts and estates are a key part of wealth planning. 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.
We offer you:
- Expertise. We’ve been administering trusts for more than 100 years.
- Objectivity. We execute your plan without the conflicts of interest and pressures that family members and friends can often represent.
- Continuity. Year after year, generation after generation, you can count on us to honor your plan.
Connect with a wealth specialist to learn how trusts and estates fit into your overall wealth plan.
Take control of your wealth with personalized guidance.
Your financial future deserves personalized attention and expert care. With our dedicated wealth teams, we simplify your financial life, offering clear and actionable guidance tailored to your needs. Wherever you are in your financial journey, we’re here to help you work toward your goals with confidence.
Explore our news and insights
Leave a legacy: Strategies for a lasting impact
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
How to set up a trust
Setting up a trust may feel complex, but it doesn’t have to be. With the right guidance, it can be a straightforward way to manage and protect your assets.
How to handle the emotions involved in trust planning
Trust planning involves much more than numbers on a spreadsheet – it also involves family dynamics.