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Managing your wealth - for yourself, the next generation, or your favorite charities - can be a complex, time-consuming, and emotional process. By creating a trust, you may be able to reduce this burden during your lifetime and protect your family's financial future if you become disabled or die.1
When you want to spend your time doing other things...
Rely on us to manage your assets. With staff devoted exclusively to asset management for our trusts, U.S. Bank offers a wide range of funds as well as individual securities management. We also offer expertise in the management of other assets through our Specialty Asset Management Group.
If you become incapacitated...
Your Personal Trust Relationship Manager can step in to handle your affairs discreetly and efficiently so your family won't be burdened with additional tasks. Our experienced staff can manage incidental bill paying and health insurance claims, hire in-home care providers, make disbursements, consult on estate and financial planning or gifting programs, and prepare and file fiduciary tax returns on your behalf.1
Upon your death...
As your Trustee or Personal Representative, we handle the multitude of responsibilities involved in settling your estate: court filings, record keeping, asset management and disposition, tax filings and estate distribution. We also can manage the assets of an heir who is a minor or legally incompetent, working closely with the court-appointed guardian to assure best possible financial care.
For more information, contact the Private Client Group.
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