|Add enough liquid assets to your estate, in order to cover expenses and meet your predetermined objectives.|
|Avoid problems related to legal issues, litigation, creditors, and inheritance processes.|
|Pay attention to the special needs of your beneficiaries – especially minors, elders and persons with disabilities.|
|Ensure that your designated heirs and beneficiaries receive their assets how and when you determine it.|
|Minimize succession expenses which decrease the estate available to your beneficiaries.|
Estate planning is the process that allows clients to preserve, enhance and efficiently transfer their family wealth to future generations.
At StateTrust International Bank & Trust, LLC. the Estate Planning Services unit works with clients to create a process for the orderly distribution of assets in the future. The consolidation of assets under one strong financial structure, ensures that families and beneficiaries are not faced with potential liabilities.
|Device the appropriate Trust structure and select the best jurisdiction suited to our client's needs|
|Draft and execute the necessary documentation working hand in hand with legal council|
|Provide safekeeping of the deeds|
|Open and operate bank accounts in the name of the Trust|
|Prepare annual report, Trustee minutes, resolutions, and all necessary ancillary documentation|
|Manage Trust mandated payments and principal / income distribution to beneficiaries|
Clients Create an Estate Plan to:
StateTrust International Bank & Trust, LLC. is uniquely qualified to provide the following Estate Planning services to our clients:
* These services offered through affiliates of the Bank specialized in these areas.