Trust services

Umpqua Private Bank is capable of administering trusts in Oregon, Washington, California and Nevada through Umpqua Trust Services. With our expertise, dependability, and unsurpassed personal service, we are a great choice as a trustee for a wide variety of corporate and personal trusts.

Types of Trusts

  • Asset Protection Trusts
  • QTIP Trusts
  • Irrevocable and Revocable Personal Trusts
  • Revocable Personal Trusts
  • Credit Shelter Trusts
  • Incentive Trusts
  • Marital Trusts
  • Residuary Trusts
  • Generation Skipping Transfer Trusts
  • Estate Settlement Trusts
  • Dynasty Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
  • Private Annuity Trusts

When considering funding trusts with complex assets such as real estate, operating business interests and concentrated/restricted stock Umpqua Private Bank will work with financial and legal advisors to help design the type of trust that best meets your needs.

Ready to get started? Call 1-877-544-1110 or 503-727-4170.

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