Wealth Background

Trustee Services

Whether you want to sustain your values, family prosperity, charitable commitments or all three, you probably have very specific ideas for the legacy you want to leave. That’s where Johnson Bank comes in.

No one understands long-term planning quite like Johnson Bank. As a privately-owned bank led by the fifth generation of Johnson family entrepreneurs, we take our responsibility for the flawless execution of your legacy as seriously as we do our own.

Trusts can be an integral part of an estate plan by greatly reducing your tax exposure and helping to plan for future generations. Despite popular belief, they don’t have to be rigid or limit your beneficiary’s spending.

Establishing a Trust Can

Provide financial protection for yourself in case of incapacity 
Provide lifetime financial protection for your spouse or domestic partner 
Help structure the transfer of wealth to the next generation  
Balance the financial interests of a spouse or domestic partner and children when you pass 

Why Name a Trustee?

Depending on the size of their estate, some people rely on friends and family to settle their affairs or manage finances when they no longer can. Yet, more and more, delegating those often demanding and complex tasks isn’t necessarily a kindness to those you love. Assigning the responsibility to our experienced and objective advisors cannot only eliminate undue stress, it can also keep more wealth in your family.

As your trustee, we are personally and legally responsible as the fiduciary for carrying out the terms of your trust exactly as you’d planned — no biases, just years of experience managing all types of trusts. Depending on your preferences, we can act as sole trustee, co-trustee or successor trustee.

Our Full Range of Trustee Services

Trust Administration Custody Services Trust Accounting  Tax Review and Reporting  Record Keeping Services 

Resources

  • whitepapersInvesting 101: The Basics

    You don’t have to be rich or a certain age or wear Italian shoes. Even having money in an interest-bearing savings account is a basic form of investing. But if you’re ready to go beyond a savings account, you could use our crash course. Whether you’ve

  • calculatorsPersonal Debt Consolidation

    Should you consolidate your debt? This calculator is designed to help determine whether debt consolidation is right for you. Enter your credit cards, auto loans and other installment loans balances by clicking on the "Enter Data" button for each

  • articlesSamsung and Rockefeller: Tales of Chaebols and Trusts

    By Robert Holton, VP, Wealth Advisor, Cleary Gull Advisors, a Johnson Financial Group Company The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising

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