Trust and Estate Administration

Creating Your Legacy

We begin by listening - to your goals and aspirations for the near term and the long term. With a clear understanding of your priorities and objectives, we work with you and your designated advisors-your attorney, accountant and tax professional-to develop and administer a coordinated approach for managing your assets and executing your plans.

Many factors, priorities and concerns must be weighed and various strategies considered-all to help decide how to put your assets to the best use for you and your interests. We'll help you understand your alternatives and how they align with your objectives.

If you want to make adjustments to reflect changes in your situation, your family or your thinking, we'll be there to help and to provide the context and consistency you and your family will value. We've helped thousands of clients and their families build, manage and transfer financial and charitable legacies. We can help you too.

Why a trust might be right for you

Many wealth management, protection and transfer strategies involve the use of trusts. Trusts are time-tested legal structures that can be used to accomplish a wide variety of objectives during and after your lifetime, including:

  • Professional portfolio and asset management
  • Managing real and income property
  • Settling or administering a loved one's estate
  • Managing your interests if you are unable
  • Gifting to your children and grandchildren
  • Guardianships
  • Providing for continuation and transfer of family-owned or closely held business
  • Supporting charitable endeavors
  • Funding endowments

Complete wealth management and transfer solutions

As a fiduciary, Huntington provides record keeping, management and administration for a variety of entities, including:

  • Individuals
  • Guardianship and Special Needs Trusts
  • Endowments and Foundations
  • Revocable and Irrevocable Trusts
  • Asset Protection Trusts
  • Life Insurance Trusts
  • IRA Trusts

Additionally, our experienced trust professionals provide ongoing services based on your specific needs. Some of the services our clients look to us for are:

  • Trustee and successor trustee services
  • Ongoing analysis and evaluation of deposited securities
  • Customized portfolio design and asset allocation strategy
  • Regular portfolio and estate plan reviews
  • Beneficiary reviews
  • Income collection, including receipt and processing of dividends, splits and exchanges
  • Processing of tenders, calls and other capital actions
  • Maintenance of tax records for activities and securities
  • Voting proxies
  • Online account access
  • Electronic or paper statements
  • Monitoring of current and pending tax regulations
  • Economic and market commentaries

Entrust Your Legacy to Huntington Wealth Advisors1

A legacy is built over time and begins with a plan. It is about taking care of what's important to you now and what you want to take care of in the future. Knowing you personally is important to us and has been a consistent part of our approach to helping individuals and organizations build, manage, protect and transfer wealth. Whether you are responsible for handling someone else's affairs, are serving as trustee or executor, or want to ensure your own plans are executed well, you can rely on our team of professionals for asset management, trust and estate services.

1 Our Huntington Wealth Advisors team of professionals is comprised of Private Bankers, Personal Trust Administrators and Portfolio Managers from The Huntington National Bank and licensed investment representatives of The Huntington Investment Company, who work together to deliver a full range of wealth and financial services.

Investments and Insurance products are:

NOT A DEPOSIT NOT FDIC-INSURED NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE
Lets Talk

Some of the big estate questions we can help answer:

  • How does a trust fit into my overall plan?

  • Can I leave money to charity and to my family?

  • Why should I name a bank as trustee instead of a family member?

Contact your local Huntington branch.