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Trusts & Estatesfor Individuals & Families

Guidance and Strategies to Help Fulfill Your Vision for the Future

Realizing your vision for the future requires a carefully crafted estate plan and the knowledge, guidance and resources of an experienced team. 

Our Approach

An estate plan can help transfer wealth, fulfill philanthropic goals, minimize wealth transfer taxes, maintain privacy, protect assets and provide ongoing management of your affairs if you no longer want or are unable to manage them. Your U.S. Trust team can help educate you and your family about trusts, and can carry out your estate plan as executor and trustee.

Having served generations of families, we have the knowledge, resources and experience to handle trusts and estates with sensitivity and the highest level of professionalism. With professionals located in offices across the country, we can work closely with you, your family and your advisors to administer your estate plan both during and after your lifetime. 

Services

Trust Services

U.S. Trust has the experience, knowledge and resources to administer complex personal and charitable trusts. 

Estate Settlement

Our experience, technical expertise and nationwide practice can help settle your estate, from filing estate tax returns and attending to administrative details to managing and distributing your assets according to your wishes. 

Delaware Trust Services

Trusts established under Delaware’s unique laws can help minimize taxes and preserve financial confidentiality, as well as transfer ownership in a private business while you maintain day-to-day management control. 

Specialty Asset Management

Our Specialty Asset Management group has extensive experience managing real estate, private businesses, timber, farm and ranch land and oil, gas and mineral interests. We can help you integrate these nonfinancial assets into your overall wealth management plan and manage them through the settlement of your estate. 

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Personal giving strategies that compliment your passions and purpose. 

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Wealth Planning

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

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