Estate and Trust Planning

Whether you already have one or more trusts in place or are considering creating one; whether you serve as your own trustee or serve as trustee on behalf of someone else, we can help. Our services range from helping you identify, structure and manage the most appropriate type of trust, to assisting existing trustees in fulfilling their many fiduciary duties.

Quick Facts About Raymond James Trust

  • National Trust Charter and subsidiary of Raymond James Financial
  • Established in 1992 in St Petersburg, FL, with 9 offices in the U.S.
  • Serve as trustee, custodian, personal representative or agent to trustee
  • Over $3.4 billion in assets under administration

What Makes Us Different

  • Strength and stability: Backed by Raymond James Financial
  • Local market contact through the financial advisor
  • Nonproprietary open investment platform driven by the financial advisor
  • World class trust administration
  • Over 90 seasoned and experienced trust professionals
  • Philanthropic resources including the RJ Donor Advised Fund
  • Competitive pricing

Trust Planning

  • Personal Trusts

Personal trusts may include Revocable Living Trusts, Irrevocable Trusts, Life Insurance Trusts, Special Needs Trusts and Charitable Trusts.

  • Estate & Trust Settlement

Know the benefits of estate and trust settlement services and when they are appropriate.

  • Charitable Lead Trust

A charitable lead trust pays an annuity to a charity for a specified time and then pays the remainder to named beneficiary(ies).

  • Charitable Remainder Trust

A charitable remainder trust is an irrevocable trust that enables an investor to give highly appreciated assets to his or her favorite charity and still derive lifetime income and enjoy tax advantages.

  • Custodian Agent

A custody account is the most fundamental and basic trust account available.

  • Charitable Endowment Fund

The Raymond James Charitable Endowment Fund (RJCEF) is comprised of four distinct funds – each with its own audience, objectives and benefits.

  • Donor Advised Fund

Provides an easy way to make significant charitable gifts with immediate tax benefits and deductions, and advise how portions of the charitable gifts are used.

  • Pooled Income Fund

Allows clients to fulfill their desires for charitable giving, and at the same time provides them with a continued stream of investment income for life.

  • Charitable Gift Annuity

A simple contract between a donor and the RJCEF that pays one or two “annuitants” a fixed sum, based on the rates recommended by the American Council on Gift Annuities, annually for life.

  • Charity Advised Account

Gives 501(c)(3) non-profit organizations a vehicle for the long-term investment of endowment funds without requiring the organization to establish its own foundation or supporting organization