estate, trust, planning, management and preservation of your wealth

Trust and Estate

Trust and estate planning1 are fundamental to the management and preservation of your wealth. But, they require a specific expertise, as well as a full understanding of your goals and priorities. SunTrust advisors will work with you to understand your needs and objectives and collaborate with your legal and tax advisors to help you develop a strategic trust and estate plan.

Our SunTrust experts can help you with a wide range of trust and estate solutions.

Settling Your Estate
Take steps now to ensure that your estate settlement will be handled with skill and compassion.

Personal and Other Trusts
Establish a trust to minimize taxes and reach your financial and philanthropic goals.

Insurance for Estate Planning
Protect your family’s financial future with insurance strategies2 tailored to your circumstances.

Special Needs Trusts
Create a trust to care for a family member, or draft a disability plan to prepare for your own care.

Delaware Trust Company
Take advantage of potential tax savings, privacy protection and flexibility with a Delaware Trust.

Recovery Management
Maximize a legal settlement with services designed for individuals who have life-altering injuries.

Privately Held Investments
Ensure that your private investments are managed with expertise, responsiveness and care.

Charitable Trusts
Develop a tax-efficient strategy to support the causes that are important to you.

Disclaimers

1SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

2Offered by SunTrust Investment Services, Inc.

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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SunTrust, SunTrust Mortgage, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and Sure Pay are federally registered service marks of SunTrust Banks, Inc. SunTrust SummitView are service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, Illinois 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.