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 * Wealth management /
 * Trusts and estates


WEALTH MANAGEMENT TRUSTS AND ESTATES

Planning ahead can help you provide for your loved ones and leave a lasting
legacy.

Find a wealth specialist

Trust basics
Types of trusts
Revocable trusts
Irrevocable trusts
Trust situs

Understanding TRUSTS


CREATE A FORWARD-THINKING STRATEGY.

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.

What is a trust?

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.

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. We can help you determine the
optimal location for your trust.

Learn more about trust situs


OUR APPROACH TO TRUSTS AND ESTATES

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.

Find a wealth specialist


WEALTH TEAMS


WHERE ARE YOU IN YOUR FINANCIAL JOURNEY?

We work to understand your assets, needs and goals, then provide the right level
of support to help you move forward.


ONLINE INVESTING FOR ALL

No minimum investment required

Learn more

COMPREHENSIVE WEALTH MANAGEMENT

Starting at $100,000 in investments or $250,000 total balances

Learn more

PRIVATE WEALTH SERVICES

Starting at $3 million net worth up to $75 million

Learn more

FAMILY OFFICE SERVICES

Starting at $75 million net worth and above

Learn more


INSIGHTS FROM OUR EXPERTS

WHAT DOES IT MEAN TO LEAVE A LEGACY?

Increasing numbers of people want their financial plan to reflect their values.
Our eBook covers three strategies for how to build an enduring legacy that does
just that.

Get the eBook now

HOW TO SET UP A TRUST

A trust requires careful administration, but setting one up is a fairly simple
process that generally involves five steps.

Watch the video

HOW TO HANDLE THE EMOTIONS INVOLVED IN TRUST PLANNING

Trust planning involves much more than numbers on a spreadsheet – it also
involves family dynamics.

Learn more


NEXT STEP


Find an advisor or wealth specialist

Call 877-674-0927

Request a call
DISCLOSURES


Start of disclosure content
Footnote
Return to content, Footnote
 1. Footnote 1
    
    It is important to research state laws thoroughly prior to establishing an
    irrevocable trust. State laws vary and are subject to change.
    
    Return to content, Footnote 1

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not
insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

Start of disclosure content

U.S. Bank and its representatives do not provide tax or legal advice. Your tax
and financial situation is unique. You should consult your tax and/or legal
advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended
to be a forecast of future events or guarantee of future results. It is not
intended to provide specific investment advice and should not be construed as an
offering of securities or recommendation to invest. Not for use as a primary
basis of investment decisions. Not to be construed to meet the needs of any
particular investor. Not a representation or solicitation or an offer to
sell/buy any security. Investors should consult with their investment
professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated
or third party insurance provider.

Start of disclosure content

U.S. Bank is not responsible for and does not guarantee the products, services
or performance of U.S. Bancorp Investments, Inc.


U.S. Investments is a marketing logo for U.S. Bancorp Investments Inc.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing
logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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