Elements

Estate

Estate

  • Review, illustration and analysis of existing estate plan
  • Education on estate planning concepts and strategies
  • Development and communication of wealth transfer objectives
  • Strategic estate, gift and generation-skipping tax planning*
  • Ongoing administration and monitoring of estate plan*
  • Advise on opportunistic and event-driven wealth transfer opportunities*

* SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction