Dynasty Trusts

Powerful Estate Planning Tool

Passing your wealth to future generations can be complicated. Substantial federal gift and estate taxes may be imposed on wealth transferred during your lifetime and at death. A third tax, known as the generation-skipping transfer tax, imposed at the highest transfer tax rate, assesses an additional penalty on assets transferred to grandchildren and great grandchildren. PNC Wealth Management® can work with your attorney to pass on your assets without seeing your legacy decimated by taxes. A Delaware Dynasty Trust allows trust assets to grow free of future gift, estate and generation-skipping transfer taxes.

A Delaware Dynasty Trust is a powerful estate-planning tool that can be used to help reduce future transfer taxes, as your estate is passed from generation to generation.

Because Delaware allows trusts to be structured to continue in perpetuity, property can be transferred to future generations without being taxed each time.

Dynasty trusts can also achieve non-financial goals.

You can do much more than just confirm the financial security of future generations. A Settlor can specify the purposes for which distributions will be made. If you place a high value on education, the trust can direct distributions to be made for tuition at the graduate and undergraduate level. Should you wish to encourage among your descendants a strong social conscience, the trust can authorize distributions to encourage careers in the public or non-profit sectors.

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Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.