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TRUST & ESTATE


Effective trust and estate planning can help you feel confident that your assets will be protected and transferred as you intend.  From reducing taxes to maximizing income for your beneficiaries, we can help make it easier to address your family trust and estate settlement needs.

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Our experts are here to help you achieve what matters most to you.
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Richard Immesberger

National Head of Trust and Estate Services,
BMO Private Bank – U.S.

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OUR APPROACH


A well thought out estate plan is critical to helping protect and transition your wealth for the next generation. Even if you've already identified beneficiaries on your financial accounts, having an estate plan that uses trusts can help distribute your assets tax efficiently, without unnecessary delays and according to your expressed wishes.
 

Our trust and estate professionals can work with your legal advisors to help you:

  • Manage your estate plan1, helping to ensure a smooth transition of wealth to the next generation
  • Set up a family trust, using tax and investment strategies that are well suited to help meet your goals
  • Leverage beneficiary designation options that can help reduce estate taxes and help your loved ones get the maximum value of your estate

 

We can also help address some of the more unique and sophisticated needs of our clients through our Delaware based affiliate, BMO Delaware Trust Company. 

 

Whether we are helping you manage a comprehensive trust and estate plan, providing trust and estate administrative services or delivering guidance and support to your advisors, we offer advice that integrates within your overall financial picture, helping you make the best decisions about the future of your wealth.
 

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help manage your wealth to its fullest potential.

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LEGAL


1Estate planning requires legal assistance, which BMO Harris Bank N.A. and its affiliates do not provide. Please consult your legal counsel.


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