Trusts & Estate Planning

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

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 Bank of America Private Bank 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.

Trust Services

Bank of America Private Bank 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.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.

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Business Owners

Insights and guidance for you, your family and your business needs.

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Wealth Planning

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

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Connect with us: 1.800.878.7878

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

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Connect with us: 1.800.878.7878

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Trusts & Estates for Individuals & Families

Guidance and Strategies to Help Fulfill Your Vision for the Future

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