Trust & Estate Planning

Trust & Estate Planning Overview

What is the best way to pass along your wealth?

Our fiduciary specialists have been helping families answer that question and manage their trust & estate planning for more than a century.

We can help you build a lasting legacy through

  • Proper estate plan development
  • Careful analysis of tax impacts*
  • Judicious use of revocable or irrevocable trusts
  • Clear-sighted estate settlement and trust administration
  • Careful management of custody accounts in accordance with your wishes

What type of trust and estate plan is right for you?

We will help you develop a customized solution that is best suited for your situation. Our offerings include:
  • Estate plan development
  • Revocable/irrevocable trusts
  • Business succession planning
  • Corporate trustee services
  • Charitable giving strategies
  • Trust & will administration
  • Fiduciary management
  • Tax administration*
  • Custody & master custody services
  • Integrated wealth planning
  • FirstFamily® Advisors

Let's Start The Conversation

 

* Ultrimal Investment Bank, N. A. and its representatives do not provide legal or tax advice. Individuals should consult their personal legal/tax advisor(s) before making legal/tax-related decisions.

** This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals, living or dead, is coincidental.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value

Let's Start The Conversation

 

We worked hard for years to build our business and save for the future. We needed advice on the options to pass along our wealth to our children and grandchildren. Ultrimal Investment helped us develop a plan that makes sense for our family and will be acting as trustee – now I know the right decisions will be made on our behalf.**

Helpful Resources