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Alta Trust Company

Alta Trust Company

Categories

Estate Planning

About Us

At Alta Trust we know advisers want to help their clients with estate planning that honors their legacies. We also know advisers often struggle to find a trust company who is a true partner, not a competitor. With our team of experts including an estate planning attorney, we help guide advisers to the best solution that will honor client’s wishes. Our South Dakota Charter gives adviser’s clients unmatched trust options along with no state income tax and exceptional trust protection. The trusts we oversee can include almost everything from traditional securities, private real estate, businesses and hard-to-value assets. Working with our adviser partners, our goal is to ensure client’s legacies are honored and protected.

Highlights

  • Personal Trusts
  • Private College 529 International Program
  • Directed Trust
  • Distributed Trust
  • Corporate Trustee

Images

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Rep/Contact Info

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Patty Reimann
529 Program Manager/Business Development