Careful planning now, with the assistance and advice of your Private Bank advisors, will help to minimize the impact of taxes and unexpected risks on your estate, and ensure that your wealth is transferred according to your wishes.
Trust Services: Zions Trust
Zions Trust, a subsidiary of Zions Bank and an affiliate of Nevada State Bank, serves as the primary trust company for the Zions family of banks. Zions Trust can help you plan charitable giving with your retirement and estate planning through the use of a charitable remainder trust. You decide which charity you would like to benefit, and Zions Trust will serve as trustee to administer the trust and manage the assets. Zions Trust offers innovative ways to combine tax savings for the client with economic benefits to selected charities.
A Personal Administrator
Zions Trust assigns a personal trust administrator to work alongside the wealth advisor.
If a client’s estate plan does not currently include a trust, but has a will, the client can name Zions Trust as a personal representative and/or testamentary trustee. Zions Trust will gather a client’s assets, settle debts and distribute property to heirs as directed by the client.
For more information about Zions Trust, call 702-855-4812.
Nevada State Bank offers trust services through Zions Trust. Zions Trust is a subsidiary of Zions Bank and an affiliate of Nevada State Bank.
The information presented is not intended to be and should not be construed as tax advice. It is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Neither Zions Trust, Nevada State Bank nor any of their affiliates engages in the business of providing tax advice. Clients should consult their tax professional regarding their personal situation prior to taking any action based upon this information.
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value