personal trusts, trust under will, estate plan

Personal and Other Trusts

Trusts can be an indispensable tool for crafting a sound estate plan. Depending on your specific needs and objectives, our trust advisors can help you create personal trusts and other trusts alongside your legal and tax advisors. These trusts preserve your wealth to support future generations, fulfill your philanthropic goals and minimize tax impacts.

A trust for every need

  • A trust under will establishes beneficiary trusts upon your death so you control the amount and timing of distributions.
  • A living trust helps you avoid probate and protect your privacy.
  • A wealth protection trust helps minimize the impact of estate taxes. Wealth protection trusts include marital, life insurance and qualified domestic trusts.
  • A charitable trust fulfills your philanthropic goal while providing you with significant tax benefits.

SunTrust 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.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Investment and Insurance Products:

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

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