For more information on Trust, Estate & Agency Services, please contact Beth Horner, SVP, Trust Director
Our Trust Department has been built on developing personal relationships to understand our clients’ financial goals and objectives. We work closely with you, as a member of your advisory team, to achieve comprehensive wealth management. We help find solutions that best fit your needs. We can assist with several types of Trusts:
This type of trust transfers the day-to-day management tasks to experienced professionals and allows you to provide long-term financial protection for your family. These trusts can be changed as your needs change.
This type of trust is irrevocable, may be created through a living trust document or under a last will and testament, and assigns long-term asset management to impartial, qualified specialists. Irrevocable Trusts can assist with creditor protection as well.
Trusts Under Will
Also known as testamentary trusts, these arrangements are created in your will to provide long-term financial protection for loved ones. These trusts are often created for minor beneficiaries.
Charitable trusts provide both personal income security and tax-deductible gifts to charity. We can act as trustee for you and the charity you select.
Special Needs Trusts
Deferred Compensation Plan Administration
Commonly referred to as Rabbi Trusts, these trusts are used by businesses to support their non-qualified benefit obligations to their employees.
Estate and Trust Settlement
Following a death, it is necessary for an individual’s personal matters and estate to be properly administered. While working with your estate planning attorney and tax advisors, we will gather and value all estate assets, provide necessary inventories and notices, pay taxes and final expenses and then distribute your assets in accordance with your Will or Trust.
When age or illness makes it difficult or impossible for an individual to manage their own affairs, The Bank of Tampa can be appointed by a court to protect that person’s property by acting as Guardian of the Property.
We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|