Personal Trust & Fiduciary Services
Hudson 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.
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Trust Administration
- Discretionary Distributions
- Court Accountings
- Trust Tax Returns
- Estate Administration
Please call George Elferink, Senior Vice President, at (914) 771-3238 or Kate Hurley, First Vice President (914) 768-6940 if you would like additional information about Hudson Valley Bank’s comprehensive Trust services.
