Queensborough National Bank and Trust Company

Trust Estate Services

Trust & Estate
Services

A Trusted Relationship

We have the expertise and resources to provide you with a complete menu of trust-related services.

At Queensborough, we believe that the best way to help our customers achieve their goals is to truly get to know them and their needs, to become a partner in that process. We accomplish this by providing a Trust Department that offers a full scope of financial services with local administration.

We also believe that partnering with your existing attorney and accountant is an important factor in your personal estate planning process.

PERSONAL ATTENTION

Unlike other trust companies, our Trust team is not commission-based. We believe the advice and service you receive should be in your best interest and the interests of your beneficiaries.

LONG-TERM RELATIONSHIP

Q Trust Services is dedicated to providing you with confidential, professional and timely service at competitive fees. We are here to assist you through all stages of your trust and wealth planning decisions.

Jerry Kelleher

VP, Life Insurance Consultant
M: (678) 428-5071
Email Jerry

7 George C. Wilson Ct.
Augusta, GA 30909

Jerry received his Bachelor of Science degree in Business Marketing from St. John Fisher University and has over 17 years' experience in the financial services industry. As a Wealth Preservation Strategist, Jerry partners with financial planners, trust advisors, CPA's and Bankers to provide customized insurance solutions to their clients. These solutions include Income Replacement, Estate Preservation, Supplemental Retirement Income and Long-Term Care planning. His business insurance strategies include Buy-Sell agreements, Executive Bonus Plans and Business Succession plans.

Jerry is an avid golfer, and he and his wife, Julie enjoy entertaining family and friends, as well as spending quality time with their twin grandchildren.

Trust Administration

A trust is an incredibly flexible tool that can help you effectively accomplish many of your financial goals. Passing of assets, charitable gifting, management of assets for the benefit of minor children, providing for continuity of business operations and professional timber and land management are just a few examples of what you can secure for now and into the future utilizing trusts.

Includes

Revocable Living Trusts

Testamentary Trusts

Charitable Trusts

Trustee And Executor Services

Wealth Transfer Process

Family Business Services

Special Needs And Elderly Care Trusts

Land And Timber Trusts

Charitable And Philanthropic Giving

Business Preservation And Succession Strategies

Provide Non-profit Fiduciary Oversight And Asset Management

As a local, full-service trust department, we will sit
down with you and provide seamless assistance from
the planning stages to the administration of the trust.
We can help you assess and realize the benefits
of a variety of trust arrangements.

Asset Management

It is the goal of Q's Trust Department to work solely in the best interest of our customer. For asset management, we believe this is best accomplished by conducting rigorous due diligence to identify superior managers that meet the specific needs of our customers in a straight-forward, transparent arrangement. By doing this, our customers can be confident they are receiving investment services that are best for their needs and that are independent of any commissions, proprietary investment products or other internal compensation arrangements.

Estate Services

Q stands ready to work with you and your advisers to navigate the complicated process of estate settlement.

Includes

Asset identification, collection, valuation and management

Probate estate and trust administration

Preparation of all required inventories and accountings

Filing of tax forms

Distribution of assets in accordance with the estate plan

Investments: Not FDIC-Insured – May Lose Value – Not Bank Guaranteed

our highly skilled and experienced trust department works to ensure the successful accumulation, preservation and transfer of wealth. We work for individuals, families, companies and non-profit organizations.

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Trust & Estate Services