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A Strategic Partnershipfor Individuals & Families

United States Trust Company® can help you advise your clients across the many aspects of their wealth, today and for future generations.

Our Approach

When you work with U.S. Trust, you benefit from our experience serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first generation wealth. You build strong, lasting relationships with your clients based on your insightful advice, attentive service, personal approach - and by expertly accommodating your clients' expanding needs.

Services

Serving as Executor or Trustee

As one of the nation's largest trustees for individuals, families and private foundations, U.S. Trust has expertise across the range of trust and wealth transfer solutions. We have a nation-wide team of seasoned professionals across key areas of trusts and wealth transfer. From basic trust structures to innovative wealth strategies, U.S. Trust offers access to a spectrum of wealth management solutions to help meet your client's individual, family and charitable objectives. Trust Officers are equipped to handle responsibilities associated with administering your client's trust and carrying out your client's instructions. U.S. Trust provides effective wealth transfer strategies and professional management of both your client's financial and non-financial assets.

Serving as Agent for Trustee

While being named as trustee is an honor, it is also a complex and demanding responsibility for your clients. When appointed to serve as agent for trustee, U.S. Trust can help simplify a client's role as trustee and help fulfill the numerous administrative requirements of a trust. We can provide expertise, guidance and resources in the areas a client specifies, while the client retains overall responsibility for the trust.

Collaborating with U.S. Trust to serve your clients

One way to increase the scope of your practice and deepen the value of your client relationships is to engage a strategic partner that is focused on supporting and extending your capabilities. We help clients and their families:

  • Address their credit and banking need with sophisticated and customized solutions
  • Design and implement tailored strategies to protect, preserve and optimize their legacies
  • Identify opportunities and assess risk through comprehensive investment management
  • Manage their nonfinancial assets through our Specialty Asset Management team
  • Administer their trusts and estates, including acting as agent for trustee or executor

Serving a Diverse Range of Clients and Their Families with a Variety of Needs and Goals

U.S. Trust professionals are committed to, and have experience and expertise in, serving diverse client needs with the appropriate level of focus and sensitivity. Areas of focus include: Women; lesbian, gay, bisexual and transgender (LGBT) domestic partners; next generation clients through Financial Empowerment and ElderCare Planning.

Resources for Attorneys and Tax Advisors

U.S. Trust's expertise in the wealth structuring arena is exemplified by Practical Drafting®, a trust and estate planning publication now in its 31st year.1 Attorneys and other advisors in the field nationwide rely on this resource to stay informed on legal, tax and regulatory changes.

Attorneys and tax advisors have also come to rely on U.S. Trust's annual Tax Guide for over 30 years. The guide is a convenient reference tool that summarizes income, gift and estate taxes in all 50 states.

Related Solutions

Trusts & Estates

Guidance and strategies to help fulfill your vision for the future.

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Wealth Planning

Custom tax and cash flow strategies and planning for future generations.

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Information for Attorneys

U.S. Trust is committed to building deep, lasting relationships with clients and families. Among the capabilities of immediate importance to many attorneys is the ability to serve as agent in carrying out many of the details of administering a trust or estate, or to assume the full responsibilities as Trustee or Executor/Personal Representative.

Attorneys seeking guidance on the designation of U.S. Trust in documents you might be drafting on behalf of your clients, please see below.


U.S. Trust is committed to building deep, lasting relationships with clients and families, and we support that goal with significant intellectual capital, financial acumen and extensive resources.

Among the capabilities of immediate importance to many attorneys is the ability to serve as agent in carrying out many of the details of administering a trust or estate, or to assume the full responsibilities as Trustee or Executor/Personal Representative. As you may know, U.S. Trust has a long standing commitment to assisting legal professionals in analyzing and interpreting estate planning concepts.

This document provides guidance when drafting documents that refer to the legal entities comprising U.S. Trust, Bank of America Private Wealth Management – known in the marketplace as U.S. Trust.

If you seek to bring to your clients some or all of the benefits that U.S. Trust can provide and are currently drafting documents that name U.S. Trust as Trustee or Executor/Personal Representative, please note the following:

  • You should use "Bank of America, N.A." in documents when naming U.S. Trust in a fiduciary capacity; while the business is branded U.S. Trust, the legal entity is Bank of America, N.A.
  • After the first reference to "Bank of America, N.A.," you may want to immediately follow that reference with the parenthetical "(hereinafter known as U.S. Trust)," with all subsequent references throughout the instrument then being to "U.S. Trust"
  • With respect to inter vivos trusts where an officer is asked to sign on behalf of the bank currently in its fiduciary capacity, the actual signature line should read "Bank of America, N.A."
  • If you wish to name our Delaware entity in a fiduciary capacity, the entity name "U.S. Trust Company of Delaware" should be used.

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