Personal Trust Administration

Protecting our clients' assets and the best interests of their families

MB’s Personal Trust Services team is comprised of professionals deeply experienced in supporting a family’s legacy through the expert management of all aspects of personal trusts. Each trust professional is committed to providing exceptional service and solutions that are tailored to each trust and family scenario, often becoming a key trusted advisor as they work with family members over time.

An Economic and Expert Solution

MB acts as corporate trustee on a level that achieves both scale and expertise, resulting in economic efficiencies that may benefit the trust financially when providing the following personal trust services:

  • Asset collection and custody
  • Investment management
  • Income tax planning and filing
  • Estate and gift tax analysis
  • Exercise of discretionary trust powers
  • Principal and income accounting
  • Real estate and other special asset management

Specific Expertise

Personal trust administration is provided in multiple contexts, each requiring specific expertise in administration.

Comprehensive Personal Trust Administration

  • Revocable and irrevocable trusts
  • Living and testamentary trusts
  • Special needs trusts
  • Charitable trusts
  • Private foundations

This information is not intended to be legal, investment or tax advice and should not be relied upon. MB Financial Bank, N.A. and its affiliates do not provide legal or tax advice. You should review your particular circumstances with your legal and tax advisors. 

Any investments purchased or sold are not deposit accounts and are not endorsed by or insured by the Federal Deposit Insurance Corporation (FDIC), are not obligations of MB Financial Bank, N.A., are not guaranteed by MB Financial Bank, N.A. or any other entity and involve investment risk, including possible loss of the principal amount invested.

 

Research and commentary

MB’s Asset Management and Trust Group presents the most recent review of the market.