PERSONAL / Trust Services

Corporate Trustee

In estate plans (of revocable or irrevocable trusts)

• During your lifetime
• Management of trust assets as you intend
• To manage your assets after your death
• Distribution of trust assets as you intend
• No fees charged until after death
• Family or other individuals can serve as co-trustee

Special Needs Trusts

• Provides supplemental funds to a disabled person in a manner that does not jeopardize his or her access to benefits provided through governmental programs
• Coordination of distributions with other available benefits
• Family or other individuals can serve as co-trustee

Charitable Remainder Trust

• An irrevocable trust providing income (either a set amount or a percentage) to a person or persons for lifetime or a period of years
• At death, or at the end of the term of years, the trust distributes to a named charity, or charities, or it may continue in trust as a private foundation for charitable purposes
• Recordkeeping and IRS reporting

Charitable Lead Trust

• An irrevocable trust providing income (either a set amount or a percentage) to a named charity for the lifetime of the person creating the trust or for a term of years
• When the trust terminates, the trust is paid over to a named person or persons
• Recordkeeping and IRS reporting

Conservator

A court-appointed position in which Country Club Trust Company is responsible for the assets belonging to an incapacitated person as determined by the Probate Court

• Inventory of all property and assets
• Payment of bills
• Filing of all court required accountings

Private Foundation

An irrevocable charitable trust in which Country Club Trust Company serves as trustee for charitable purposes as set out within the trust document

• Recordkeeping and IRS reporting
• Family members may be involved in deciding the charitable distributions

Custody Account

An account which allows you to maintain control of your investments while Country Club Trust Company provides recordkeeping services

• Safekeeping and recordkeeping of portfolio assets
• Collection of interest, dividends and coupons
• Maintenance of tax cost basis