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Wealth Preservation
Count on our professionals to precisely administer your trust according to your intentions. We manage a wide range of trusts to help investors achieve their wealth preservation goals, including:
- Grantor retained annuity trusts
- Qualified domestic trusts
- Charitable lead trusts
- Special needs trusts
- Charitable remainder trusts
Our trust officers can serve as sole trustee, co-trustee or successor trustee, as you prefer. As trustee, we accept legal responsibility for carrying out the terms of the trust, in addition to the following responsibilities:
- Accounting and reporting
- Investment management
- Securities custody
- Tax-related responsibilities
- Duties to beneficiaries
- Estate settlement
Consult our Glossary of Common Trusts to learn more about your trust options.
* Securities offered through Linsco/Private Ledger (Member FINRA/SIPC) a registered broker dealer, securities and or insurance products are not insured by the FDIC; are not a deposit or any other obligation of, or guaranteed by, the depository institution, are subject to risks, including the loss of principal amount invested. MidWestOne Bank is not affiliated with Linsco/Private Ledger.
