Trust Features

AMG National Trust Bank’s professional trustee services help you achieve many goals, including:

Professional Investment Management. Assets are managed with an investment strategy designed to help fulfill the trust’s goals, whether income production or long-term asset appreciation. Trusts benefit from AMG’s commitment to independent and objective investment advice and bias for long-term capital preservation, which can help maximize investment opportunities while managing risk.

Long-Term Guidance for Your Family. Effective use of trusts can help individuals carry on after a family member’s death. You can structure trusts to provide financial security for family members of different ages and abilities.

Efficient Bill Paying. AMG can receive and pay bills for you and your trusts.

Conservatorship or Guardianship. Our trust advisors have the experience and knowledge to help protect the financial interests of clients with special needs.

A Secure Escrow. We can act in an independent role to secure assets in a business or personal transaction.

Effective Trust and Estate Administration. Our experienced advisors and trust officers can help you handle the legal complexities of trust and estate administration, such as preparing income-tax returns for most trusts, including:

  • A Grantor or Revocable Trust allows you to maintain control over your assets while taking advantage of the many benefits that trusts offer. We can serve as trustee or successor trustee to you and administer the trust, carrying out your wishes during the trust’s life.
  • A Charitable Trust, which pays either the trust income or the remaining trust assets to the charities you name, can help you meet your philanthropic goals while still providing financial resources for your family.
  • AMG can also help you manage estate taxes using Family Trusts such as Marital Trusts, Qualified Terminable Interest Property (QTIP) Trust, Irrevocable Life Insurance Trusts (ILITS), Generation-Skipping Trusts and Credit Shelter Trusts, also known as Bypass or Unified Credit Trusts.

Investment products: Not FDIC insured • No bank guarantee • May lose value