Personal Trust & Fiduciary Services

a couple working with an investment officerHudson Valley Bank offers comprehensive investment management and trust services with a focus on serving the special needs community. Our experienced professionals provide a personal, consultative approach to both investment management* and trusts to help you effectively reach your financial goals. Hudson Valley Bank can act as Trustee or Co-Trustee with a family member or friend on Trusts or can serve as Executor under a will appointment.

Types of Trusts Available:

  • Irrevocable Trusts
  • Revocable Living Trusts
  • Structured Settlement Trusts
  • Settlement Fund Management Trusts
  • Charitable Trusts
  • Supplemental Needs Trusts
  • Other Personal Trusts
  • Guardianship
  • Will Appointment

Trustee Services provided:

  • Fiduciary – Hudson Valley Bank will act as Trustee or as Co-Trustee
  • Investment Management* – Upon determining an appropriate investment objective based on the beneficiary’s needs, investment management services are provided by A. R. Schmeidler & Co. Inc., a wholly owned subsidiary of Hudson Valley Bank.
  • Trust Administration
    • Discretionary Distributions
    • Court Accountings
    • Trust Tax Returns
  • Estate Administration

Drew A. Bender, First Vice President & Senior Trust Officer at 914.771.3076 for additional information concerning Hudson Valley Bank’s comprehensive trust & wealth management services.

Click here to view Insight – HVB’s quarterly Trust and Wealth Management Newsletter.