Why Would I Need One?
Whether you are in need of a corporate trustee or an agency account to manage investments for your irrevocable and charitable trust accounts, Devon Bank's Trust and Wealth Management Department can help.
Specialized Trust Administration
- Marital Trusts
- Family Trusts
- Testamentary Trusts
- Charitable Lead Trusts (CLUTs, CRUTs)
- Charitable Remainder Trusts (CRUTs, CRATs)
- Private Foundations
- Qualified Personal Residence Trusts (QPRTs)
- Irrevocable Life Insurance Trusts (ILITs)
- Donor-Advised Funds
Funds are not FDIC insured, may lose value, and carry no Bank guarantee.