Marquette Asset Management: Trustee and Estate Administration

Trust Services

Trust and Estate Administration

Independent Fiduciary

Trustee Services

Trust and Estate Administration

An important component of most estate plans, trusts can control the distribution of your assets, protect you and your family from “predators and creditors,” and provide potential tax savings. Today it is common to use several different types of trusts to meet estate planning objectives.

Our trust services team, Marquette Trust*, provides a full range of fiduciary services:

Trust Administration — Trustee, co-trustee, or agent for an individual trustee

Estate Administration and Estate Settlement — Personal representative or agent for an individual personal representative

Charitable Trust and Foundation Administration — Trustee, co-trustee, or agent for an individual trustee

*Marquette Trust is the personal trust department of Meridian Bank, National Association. Fiduciary appointments should name Meridian Bank, National Association, d/b/a Marquette Trust.

Meridian Bank is the Phoenix, AZ based bank owned by the Carl R. Pohlad family. Meridian Bank and Marquette Asset Management are affiliated through common ownership. Marquette Asset Management and Marquette Trust are co-located in downtown Minneapolis. Marquette Asset Management often serves as an investment advisor or sub advisor to certain trusts and other fiduciary accounts administered by Marquette Trust.