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 Bank 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.

Private Client Trust Services - It starts with you and your goals

Why Popular Trust Services?

Nationwide Capabilities

Nationwide Capabilities

We’re able to provide trust administration services in all 50 states.

Expert Experience

Expert Experience

Our team of experts bring decades of experience working with individuals and families to achieve their goals.

Security

Security

Have peace of mind knowing that your assets are protected by a federally–chartered trust company.

Eliminate “Successor Trustee Risk”

Eliminate “Successor Trustee Risk”

Get rid of possible “successor trustee risk” when another trustee manages the trust after the primary trustee dies or is unable to. Choose Popular Trust Services as your corporate trustee.

Our Capabilities

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

Popular Private Client - Our Trust Service Capabilities

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

1Popular Bank is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Popular Trust Services. Trust and custodial services are made available through National Advisors Trust Company. Popular Bank and/or its subsidiaries and affiliates are not engaged in rendering legal, accounting or tax advice. If legal, accounting, or tax assistance is required, the services of a competent professional should be sought. Please consult with your accountant, attorney and/or tax advisor for specific guidance.

2Popular Private Client does not offer tax advice. Please consult your tax advisor prior to investing.

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