Irrevocable Trust

Protect assets and plan for the future

An irrevocable trust helps protect assets while supporting long-term estate and financial planning goals. Once established, the trust generally cannot be changed, allowing assets to be managed according to your wishes while providing potential estate, tax, and asset protection benefits.

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When an Irrevocable Trust may be right

An irrevocable trust may be beneficial when you want to:

• Protect assets for future generations
• Support long-term estate and legacy planning
• Explore potential estate or income tax advantages¹
• Maintain greater control over how assets are managed and distributed

Benefits of an Irrevocable Trust

An irrevocable trust may help:

• Protect assets from future risks
• Preserve wealth for beneficiaries
• Provide potential estate and income tax advantages¹
• Ensure assets are managed and distributed according to your wishes
• Support long-term financial and legacy planning

Questions about Irrevocable Trusts?

Every family's goals are different. Our Trust Officers are here to answer your questions, explain your options, and help determine whether an irrevocable trust fits your estate planning goals.

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¹Consult an attorney, tax preparer, or financial advisor regarding eligibility requirements and the legal or tax implications of an irrevocable trust.

Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by United Bank & Trust., and may be subject to investment risk, including possible loss of the principal amount invested.