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Delaware trust services

You’ve got concentrated or unique interests. You have diverse, global assets. You’re the steward of multi-generational wealth. Or you might just want the most privacy and protection you can get. All of these are good reasons to consider a Delaware trust, which aims to offer tax and asset protection benefits in addition to flexibility around managing complex investments. Take every advantage of this favorable and flexible trust jurisdiction with our Delaware trust administration business.

What's the J.P. Morgan difference? 

 

J.P. Morgan's Delaware Trust Company has almost 60 professionals with 300 years of combined experience, backed by the financial strength of one of the world’s most trusted global banks.1

Local specialists with global reach and connections

Our Delaware trust officers are steeped in state and federal trust and tax laws. They also specialize in international trusts and cross-border trust planning and administration. To meet your needs wherever you are—or wherever your interests take you—they leverage the knowledge and assistance of their colleagues across Asia, Europe, Latin America and The Bahamas.

Experience with the full range of trust entities

We can work within any trust structure you choose. Our specialists have extensive experience with dynasty trusts, asset protection trusts, grantor-retained annuity trusts, Delaware statutory trusts, limited liability companies and other closely held companies.

Delivering end-to-end services

Working with you and your advisors to establish the trust that’s right for you is just the start. We can also implement the kind of cutting-edge fiduciary planning and administration for which Delaware is known.

Delaware is one of the trust jurisdictions of choice for wealthy individuals and families throughout the country—and around the world. Our strong and mature presence in the state is one of the centerpieces of our trusts & estates business.

What’s the Delaware difference?

 

Though several U.S. states have developed trust-friendly legal environments, Delaware is the most established. And was among the first states to provide robust tax and asset preservation benefits for trusts:

Flexible administration

 

Delaware allows you to designate specific powers for your trustees, such as making investments, deciding when distributions are appropriate or providing administration services. This way, you have the flexibility to choose the individual or institution you think is best for each role.

Confidentiality

 

If privacy is important to you, you can generally keep the particulars of a Delaware trust out of the public record. Delaware does not require trusts to be registered, or that trust grantors or beneficiaries be identified. Nor does it require periodic public accounting of trust assets.

Silent provisions

 

You may want to hold off telling your beneficiaries about the trust until you think they’re ready. Under your Delaware trust agreement, you have flexibility about when to tell someone they are the beneficiary of a trust.

Enhanced asset protection

 

Everyone wants to be better prepared for unexpected events. Trust provisions in Delaware may give you stronger protection against claims from creditors and parties in a divorce.

Dynasty trusts

 

Most states have a limit on how long a trust can last. Your Delaware trust may allow you to benefit multiple generations—and enjoy continued tax-efficient growth—with no termination date.

Potential for modification

 

Trusts can last a long time, so having the flexibility to change terms and beneficiaries can be valuable. The Delaware legal system is tried, tested and trust-friendly, and may allow for trust modification as your family’s needs evolve.

Favorable tax treatment

 

Typically, there is no Delaware state income tax on a trust’s income or investment earnings.

Additional Services

1As of December 2022.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.