Realizing your vision for the future requires a carefully crafted
estate plan and the knowledge, guidance and resources of an
experienced team.
Guidance and Strategies to Help Fulfill Your Vision for the Future
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.