Trust Services

Helping to manage your wealth for today,
tomorrow, and for generations to come.

​​​​​​When it comes to helping protect and manage your assets, a trust may be one of the best, most flexible tools available. Trusts allow you to direct how your assets are managed during your life and after your death. Many people assume trusts are only for the ultra-wealthy, but that is a misconception. Simply defined, a trust is a legal arrangement for holding and transferring assets on behalf of your beneficiaries or an institution. Whether your goal is providing lifestyle continuity for your family, contributing to your grandchildren’s education, caring for your elderly parents, or helping to provide for the financial well-being of your surviving spouse, a trust can help provide both the control and the flexibility you need.

To establish a trust that fits with your entire financial plan, consider working with our experts at Bankers Trust. Your Wealth Advisor will guide you through the process and oversee your trust assets. And our trust experts will manage the administrative and legal details. Our services are flexible, and we can serve in a number of capacities, including: trustee, administrator, investment manager, or custodian.

Among the types of trusts we commonly serve are:

  • Revocable Trusts
  • Irrevocable Trusts
  • Investment Management Agencies
  • Trusts Under Will
  • Marital & Bypass Trusts
  • Charitable Lead/Remainder Trusts
  • Grantor Retained Annuity Trusts
  • Irrevocable Life Insurance Trusts


Probate and Estate Settlement

Settling a loved one’s estate and going through probate can be an experience fraught with tension and confusion. Having an experienced, compassionate partner like Bankers Trust to manage this difficult process can be invaluable during these difficult times. When we are engaged to settle an estate, we coordinate the process to ensure it is done properly and efficiently. This process includes:

  • Identify estate assets and liabilities
  • Secure and value property
  • File necessary paperwork
  • Evaluate and settle estate debts
  • Prepare tax documentation
  • Pay estate taxes and other fees
  • Coordinate outside professionals
  • Transfer remaining assets to beneficiaries

Charitable and Planned Giving

When the time has come to think about leaving a legacy, your Private Client Wealth Advisor will discuss various strategies and help you devise a plan that best meets your objectives—both financial and philanthropic. Some of the more common philanthropic alternatives include:

  • Charitable Lead Annuity Trusts
  • Charitable Lead Unitrusts
  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Unitrusts
  • Private Family Foundations

 

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Resources

​Hear from our experts through e-newsletters and our other publications.

Newsletter
Investment Insight Newsletter

Publications
Bankers Trust Annual Report
LEAD Magazine

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
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