Trusts & Estates
“Far from a dusty legal document, a trust reflects a family’s desire for clarity, continuity and protection of a legacy. We have the experience to help you ensure your wishes and foresight are the basis of your trust strategy and carried out in a professional manner that reflects your vision.” – J. Carter Tolleson, CEO
How We Help
PROTECT YOUR LEGACY
Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges. We help you find the best way to communicate your legacy and values. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries.
TRUST ADMINISTRATION
We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your will can be carried out in a timely and efficient manner as planned.
ESTATE PLANNING
Our trusts and estates team thinks in terms of multi-generational legacy. We perform an in-depth discovery and detailed review of your estate planning documents to analyze and monitor the effectiveness of your financial position.
PROTECT YOUR LEGACY
Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges. We help you find the best way to communicate your legacy and values. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries.
TRUST ADMINISTRATION
We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your will can be carried out in a timely and efficient manner as planned.
ESTATE PLANNING
Our trusts and estates team thinks in terms of multi-generational legacy. We perform an in-depth discovery and detailed review of your estate planning documents to analyze and monitor the effectiveness of your financial position.
Featured Insight
Selection of Trustees
As a professional client advisor for more than 30 years, I have worked with quite a few families struggling to make good decisions about how to arrange their affairs after their deaths. And while no one likes to sit around and think about death, business leaders talk regularly about planning for “succession.” The reality is that decisions made in this process are consequential and far-reaching for the family that is left behind. In reality, the primary focus of this process should not be about death, but about planning the best possible future for children and as-yet unborn family members.
In that context, decisions about trustees are some of the most significant and often the ones given the least amount of thought. If your family has enough wealth that your estate plan makes use of multi-generational trusts, the trustee you name has an important, long-lasting job. So how should you make the selection? Continue reading...
Resources
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Marriage… or Merger
June brides, summer weddings, endless rounds of parties: the time is upon us. A $50-billion-plus wedding industry has mushroomed to ensure that individuals, supported by their families and friends, celebrate and participate in an event that expands beyond a day or weekend into a full season of activity. But there can be an unwelcome twist […]
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Selection of Trustees
As a professional client advisor for more than 30 years, I have worked with quite a few families struggling to make good decisions about how to arrange their affairs after their deaths
Read more