- Identifying and taking legal title to assets
- Establishing values for tax purposes
- Managing and selling property as needed or required
- Assuring that federal and state income tax and estate
tax obligations are met and the respective returns are filed
- Providing detailed accountings to the courts
- Making the final distributions
to beneficiaries and heirs
Union Bank & Trust Company is uniquely suited
to this task. Their continuous corporate existence and financial strength
assures continuity during the settlement of your estate. A staff of
professionally-trained attorneys, accountants and seasoned administrators
contribute many years of problem-solving experience, specialized knowledge
and collective wisdom at the least possible cost to your estate. As
an impartial P.R., Union Bank & Trust Company will treat all of your
heirs with equal courtesy in carrying out the terms of your estate plan.
Most importantly, by using an outside, impartial administrator, you
will protect those family relationships which can be severely strained
and even broken by the friction created when a family member, who serves
as P.R., is in the position of making financial decisions affecting
other members of the family.
For in-depth information, visit the Personal
Trust & Wealth Management department on our Trust
website. (the site will open in a new window).
Personal Trust
& Wealth Management
323-1828 in Lincoln, or toll-free, 888-239-5135
6801 S. 27th Street (27th & Pine Lake Road)
P.O. Box 82535, Lincoln, NE 68501-2535
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