ING Trust Company
 ING National Trust, doing business as ING Trust U.S.A., is a national banking association chartered exclusively with trust powers by the Office of the Comptroller of the Currency(OCC). They offer personal trust administration and investment management services as one of a team of professionals that includes your financial, legal and tax advisors.
They also recognize the value of the relationship you have with your financial professional. That’s why they work with both you and me in establishing and serving your trust.
Their individually tailored investment programs, let you select from programs that allow me as your financial professional to assist you with managing your assets or you can have ING Trust U.S.A. manage your assets for you.
Their full line of services includes:
- Charitable Trusts
- Exclusion Trusts
- Marital Trusts
- Revocable and Irrevocable Trusts
- Irrevocable Life Insurance Trusts
- Court Appointed Trusts
- Foundations
- IRA Rollovers/Transfers
- Special Needs Trusts
To learn more about the benefits of having ING Trust U.S.A. contact Lori Ellingson, fill out form and I will be in touch.
Brochure: "Protecting Your Future, Personal Trusts and Trustees"
Brochure: "A Trusted Financial Partner"
POTENTIAL TRUST SITUATIONS:
1. INCOME FROM A TRUST ESTABLISHED BY THEIR PARENTS, GRANDPARENTS, ETC.
2. LARGE UNREALIZED CAPITAL GAINS IN INVESTMENTS, REAL ESTATE, BUSINESS, OR ANY OTHER ASSETS.
3. ESTATE IS WORTH MORE THAN $2 MILLION.
4. DIVORCED, REMARRIED, AND OR SPOUSE HAS CHILDREN FROM PREVIOUS MARRIAGE.
5. ACTIVELY ENGAGED IN RELIGIOUS OR COMMUNITY ORGANIZATIONS AND DONATE TIME AND MONEY TO CHARITABLE CAUSES.
6. CHILDREN OR GRANDCHILDREN WHO ARE DISABLED.
7. CONCERNED ABOUT THE VIABILITY OF THE MARRIAGE OF CHILDREN--OR DON'T CARE FOR CHILDREN'S SPOUSE.
8. CHILDREN WITH DRUG OR ALCOHOL PROBLEMS.
9. SPENDTHRIFT CHILDREN.
10. EXPECTING TO INHERIT FROM PARENTS OR GRANDPARENTS.
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