Guide to Doing Business with RBC Trust - Advisor and Client Trust Materials
The following materials are available upon request:
The RBC Trust Advantage - A general description of RBC Trust Company (Delaware) Limited, including Company background, the advantages of a Delaware-based trust, RBC Trust’s unique way of doing business in partnership with professional financial advisors, and RBC Trust’s trust and investment management services.
Trusts - A twelve-page booklet which describes the types of trusts and their uses and includes a section on estate tax planning with trusts.
Wealth Building through Trusts - An eight-page booklet designed to educate financial professionals of the unprecedented opportunities available by offering trust services to their clients.
Trust Guide for Financial Professionals and Their Clients - Lists ten types of trusts along with features and uses, advantages and disadvantages of each.
Living Trusts - Describes how they work, lists nine advantages and describes the types of clients who can be helped most by a living trust.
Charitable Remainder Trusts - Defines and describes benefits, gives examples and a guide to start establishing a Charitable Remainder Trust.
NIMCRUT - Describes how to use a net income with makeup charitable remainder unitrust to accumulate funds on a tax-advantaged basis.
Trust Transfer Service - Describes how clients with existing trusts who are unhappy with the current Trustee may be able to transfer the trust to RBC Trust Company (Delaware) Limited.
How to Select A Trustee for Your Trust - Comprehensive comparison of selecting an individual vs a local bank vs a Delaware professional trustee as trustee.
Capital Management Account Services - Describes RBC Trust Company’s individual account money management services.
Why Establish A Delaware Trust - This brochure highlights the advantages of establishing a Delaware Trust--tax savings, confidentiality, investment flexibility and more.