Trust Services - Popular Private Client

It starts with you and your goals

Your dedicated Private Banker remains your Private Banker, while an experienced Trust Advisor from Popular is assigned to provide trust administration services. As an extension of your team, your Trust Advisor helps to ensure expert, personalized and responsive trust administration around your unique priorities.

Why Popular Trust Services?

Our Capabilities

We are proud to offer a wide range of trust services for the expected – and the unexpected.

Clients can rely on us for services including:

  • Estate and retirement planning
  • Estate liquidity analysis
  • Review and financial analysis of trust documents and wills
  • Guidance on how to use trusts to minimize estate and gift taxes and achieve your long-term goals2
  • Family, private foundation and charitable gifting strategies
  • Generation skipping transfers
  • Business transition planning
  • Estate, fiduciary and gift tax return preparation
  • Internal Revenue Service and state examinations
  • Estate administration
  • Private foundation administration
  • Business valuations
  • Preparation of:
    • Estate tax return – Form 706
    • Trust income tax returns –Form 1041
    • Gift tax returns – Form 709
    • Private Foundation tax returns – Form 990
    • Judiciary and Non-Judiciary Accountings