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Trust Services

Regions Morgan Keegan Trust offers a complete line of wealth management services in cases where we are appointed as Corporate Executor, Trustee, Agent or Custodian.

  • Non-Profit Trust Services – Proper management of privately donated assets can influence a non-profit organization's growth as well as its success.

  • Personal Trust Services – Selecting the trust that is best for you requires expert advice from the right advisor. Review this page to see our complete line of personal trust and wealth management services.

  • Retirement Planning Trust Services – Regions Morgan Keegan Trust knows that retirement plan assets deserve special consideration. We offer a comprehensive line of services designed to fit the needs of both employer and employee. Take a look at our special section on Retirement Planning Services.

  • Corporate Trust Services – Regions Morgan Keegan Trust is one of the most experienced corporate trustees in the South. We can help you issue and manage most types of bonds, from revenue bonds and general obligation bonds to refunding bonds and bonds with complex structured financing with fixed or variable rates. A corporate trustee must provide exceptional service to both the issuer and the purchaser. Our staff of trained professionals ensures the integrity of your bond issue through the proper maintenance of collateral, the accurate and timely flow of funds and the strict adherence to the covenants of the bond documents. Whether we serve as trustee, registrar or paying agent, Regions Morgan Keegan Trust will provide you with the excellent service you deserve.

  • Natural Resource Management Services – Managing land, timber and mineral assets can be complicated and time consuming. Regions Morgan Keegan Trust has a staff of licensed professionals who manage the daily duties of collecting income, handling disbursements and reporting to tax agencies. Let Regions Morgan Keegan Trust help you enjoy the benefits of owning land and mineral assets without the administrative hassles. Your farm and forestland will be managed for sustained annual income through a combination of the following:

    • Computer-aided mapping/GPS
    • Forest management planning
    • Land acquisitions, sales and divisions
    • Estate planning and settlement
    • Timber tax advice
    • Environmental compliance
    • Record keeping and bill payment