Investments
    Retirement
    Asset Protection
Trust
Our team of Trust experts can help you design a plan to cover all your fiduciary needs. Call us for a consultation to determine the best plan for you.
What do you want?
  • Asset protection
  • Transfer goods to heirs (Estate Planning)
  • Protect heirs with disabilities of some sort
  • Protect against future claims from third parties
  • Setting goods aside for the benefit of others
Benefits
  • Funds are out of your creditors’ reach
  • Assets are managed in accordance with your instructions and wishes
  • Expedites transfers to heirs in case of death
  • Promotes the preservation for future generations
  • Assets can be resold, rented or mortgaged
Types of Trust
  • Personal Trust
  • Testamentary Trust
  • Educational Trust
  • Trust for children with special needs
  • Reassurance Trust
  • Trust for persons born outside Puerto Rico
Disclosures

The FDIC does not insure investment products; they are neither deposits nor obligations of Oriental Bank and Trust and are not guaranteed by Oriental. They are subject to investment risks, including the possibility of losing the capital invested. Past results are not a guarantee of future returns. Ask for detailed information on the plan and read it carefully before participating. Trust products are offered by Oriental Bank and Trust.

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