Personal trust services
YOUR PERSONAL CONTACT
Johnny Crowley, (806) 349-9751
Through Personal Trust Services, you can establish a special relationship with ANB that allows the bank to act as your trustee or agent, holding title to designated assets and managing them for your benefit (and that of your named beneficiaries). Revocable or irrevocable trusts can be established during your lifetime or you can create testamentary trusts through the terms of your will.
Under a trust relationship, ANB will help ensure that your wealth is managed according to your wishes, now and for future generations. We can also help:
- Minimize estate and gift taxes
- Protect your privacy
- Avoid the delays and publicity of probate
- Ensure that your assets remain professionally managed should you become incapacitated
| Description | |
|---|---|
| Qualified Terminal Interest Property Trust | Designed to ensure your designated beneficiaries cannot be changed against your wishes, while still maintaining the unlimited marital deduction |
| Dynasty Trust | Allows you to hold assets in trust for generations to come, and removes exposure to taxes as wealth passes to each generation |
| Irrevocable Life Insurance Trust | Provides flexibility and liquidity for meeting the financial needs of your beneficiaries, reducing and paying estate taxes, and replacing inheritance lost to estate taxes |
| Additional Choices |
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