Unique Trust and Trustee Services
Trust. Commitment. Legacy.
To offer the most comprehensive services focused on you, we built UMB Trust Company of South Dakota, which offers trust products to meet your unique objectives.
You are not just an accountholder with us—we want to understand your story so we can focus on the themes and solutions most important to you. Our trust advisors have the technical experience necessary to assist you and your attorney as you build your estate plan. In addition to working with your trust advisor one-on-one, you will have access to a team of professionals who can help you understand the complexities of establishing a trust built to last.
Committing to your needs
Now more than ever, your relationship with your trust advisor is important, not just for the short-term, but for the long-term view of your portfolio, estate and financial picture. UMB is committed to helping you enhance the structure and impact of your legacy, and we serve you with integrity and respect.
Managing your legacy
By naming the UMB Trust Company of South Dakota as your trustee, you partner with us to grow your assets, preserve your wishes and establish your legacy—now and for generations to come. If you choose to establish a dynasty trust, you can provide for your heirs for lifetimes, while minimizing tax implications. While we cannot predict what the future holds, a well-designed trust can react to the changes tomorrow may bring.
Why South Dakota?
We can offer trust solutions unique in the U.S. because we are based in South Dakota.
- In South Dakota, a trust may last forever because there is no rule against perpetuities in the state, which can allow you to structure a plan for your descendents that lasts for lifetimes after you.
- Dynasty trusts can protect your assets from beneficiary creditors, in addition to potentially protecting against legal actions and divorce proceedings experienced by your heirs.
- Certain tax advantages can be realized with a dynasty trust to optimize asset preservation, such as generation skipping transfer tax.
Consult with your attorney about naming UMB Trust Company of South Dakota as trustee and how the benefits of a dynasty trust may enhance your estate plan, regardless of where you reside. Contact us at 800.862.6670 to learn more about your legacy options.
UMB Private Wealth Management
At UMB Private Wealth Management, we know that understanding your personal story is the key to helping you write your next chapter.