... based on trust, knowledge and service

Busey Wealth Management is responsible for administering the Trust Services offered through Busey Trust Company. It is a complex responsibility requiring the services of highly trained and experienced Trust Professionals whose duty is to protect, in many cases, family wealth set aside for minors, elderly, incapacitated family members or future generations. Busey Trust Professionals take direction based on the trust agreement, which is a legal document between two parties. Often times those parties include the family member establishing the trust and the trustee, such as Busey Trust, that manages the assets placed in trust for the benefit of a beneficiary through our wealth management group.

WHY SHOULD YOU CONSIDER A TRUST?
	A trust is a private document, not a public document like a will
	A trust can continue after death, avoiding the public process and cost of probate
	A trust provides ongoing estate planning opportunities and can reduce estate taxes
	A trust allows for unification of your assets and assures continuing management of your assets for your family and other beneficiaries
	A trust allows for disability planning

TYPES OF TRUSTS
	Living Trust
	Self-Declaration (Standby Trust)
	Testamentary Trust
	Specialized trusts

ESTATE ADMINISTRATION
	Your Executor is charged with the responsibility of carrying out your wishes as expressed by the terms of your will. The selection of your Executor is important and should not be taken lightly. Your Executor should have the experience and the expertise to handle the complexities involved in settling an estate. Estate administration is time consuming and involves interacting with attorneys, accountants, beneficiaries, and grieving family members. The actual administration of your Estate includes:
	Locating and protecting all of the Estate's assets
	Valuing all of the assets as of the date of death
	Managing cash, stocks and bonds
	Managing real estate and other special assets
	Paying the debts and expenses of the Estate
	Investigating and obtaining retirement plan benefits
	Analyzing available strategies to further minimize taxes
	Coordinating information for preparation of the final personal income tax returns and the Estate tax return
	Preparing detailed accounting reports
	Preparing reports as required by the court
	Arranging for the distribution of assets, including marital and family trusts, after settlement of the estate
	Busey Trust has skilled professionals that have built a strong reputation for accurate, efficient Estate administration. Your Executor is one member of a team of professionals who work together to protect your legacy and minimize dissention among family members.

WHY SHOULD YOU RELY ON BUSEY WEALTH MANAGEMENT?

For many people, coordinating their financial affairs - or those of a loved one - can be time consuming and confusing. At Busey Wealth Management, we remove this burden and replace it with peace of mind by providing comprehensive Trust and Estate administration. As your corporate fiduciary, Busey Wealth Management is there from the beginning, working with your attorney to assure that once your legal documents are ready, everything is properly set in place. Our highly skilled professionals understand the intricacies involved with administering your wishes and are prepared to handle everything from the beginning to the end.

We are insured and bonded and are routinely reviewed by several regulatory organizations to ensure that our actions and decisions are in step with the most current laws, as well as your specific wishes. Our professional ethics hold us to the highest standards of confidentiality. Plus, our impartiality and objectivity allow for administration that can help keep the peace among family members.

We offer a team that is well versed in Trust and Estate administration. Our professionals include CERTIFIED FINANCIAL PLANNER (CFP®) professionals, Chartered Financial Analyst® (CFA®) charter holders, Certified Public Accountants (CPA), Certified Trust and Financial Advisors (CTFA), attorneys and licensed insurance producers.

At Busey Wealth Management, we make it easy for you to relax and enjoy what you have achieved financially, secure in the knowledge that you have a team of experts focusing on your needs.