Your Estate

Estate is another word for legacy. We help you leave one.

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Create... Protect... Preserve: Wealth Planning for Today

and Tomorrow

Including trusts in your estate planning provides flexible options to transfer wealth to your designated beneficiaries both during life and after death. When selecting a trustee, you want to feel confident that your legacy goals are accomplished with professional guidance, objectivity and experience. BNC serves as corporate trustee and provides trust administration services for many types of trusts.

A revocable trust is effective while the grantor is living and used to consolidate assets for management during the grantor’s life, preserve privacy, protect the grantor’s interest in the event of incapacity and provide uninterrupted administration at death. The grantor may amend or revoke the trust, serve as trustee or appoint an independent trustee. At death, the trust becomes irrevocable and is distributed according to the grantor’s wishes as expressed in the trust.

An irrevocable trust is created to provide for a permanent transfer of assets to the trust for the benefit of designated beneficiaries. An irrevocable trust may fulfill many specific objectives such as providing professional management, asset protection for beneficiaries, privacy, tax and charitable planning. These trusts may be created while the grantor is living or as a testamentary trust created under a Will.

These are irrevocable trusts that benefit both individual beneficiaries and charitable organizations either as a current beneficiary or a future beneficiary. These split-interest trusts provide an income stream for the current beneficiary and the remainder beneficiary receives the assets when the trust terminates.

BNC serves as a corporate executor/personal representative, providing estate administration and estate settlement services.

BNC offers custodial services to individual trustees or executors/personal representatives providing trust or estate accounting and reporting, asset administration and tax reporting.

Your Estate

Create... Protect... Preserve: Wealth Planning for Today

and Tomorrow

Your Estate options include:

Revocable Living Trusts

Irrevocable Trusts

Charitable Trusts

Executor and Personal Representative Services

Custodial Accounts

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