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Trust & Investment
Management Services

Itasca Bank & Trust Co. has provided fiduciary and investment management services for over 40 years, serving over 1,100 client accounts. We are a full-service trust company within a community banking environment, focused on a client-first philosophy with reasonable account minimums and fees.

We welcome inquiries from potential clients, attorneys, CPAs, independent financial advisors and other family advisors. We work with a family's existing outside advisors. We would welcome an opportunity to work with you.

Our seasoned professional team has experience dealing with a wide range of client matters. Please feel free to call at any time to discuss your needs.

We provide the following services:

Personal Trust Services

  • Irrevocable Trusts/Testamentary or Trusts Under Will
  • Charitable Remainder Trusts (CRTs)/Grantor Retained Annuity Trusts (GRATs)/Qualified Personal Residence Trusts (QPRTs)/Qualified Terminable Interest Property Trusts (QTIPs)/Family Foundations
  • Irrevocable Life Insurance Trusts (ILITs)

Guardianships/O.B.R.A.Trusts/Supplemental and Special Needs Trust

  • Personal injury settlements

Investment Management Services

  • Investment Agency Accounts (portfolio management of individual securities and/or mutual funds)
  • Investment Agent for any individual acting as Trustee
  • IRA Rollovers/Retirement Investing/Tax advantaged investment vehicles
  • Qualified Domestic Relations Order (QDRO)

Estate Settlement & Trust Settlement Service/Estate Administration (Post Death)

  • Act as agent for the Executor or Agent for the Trustee

Financial Planning Education and Advisory Center

  • Divorce Planning (Pre and Post)

Custody Services

Land Trust Department (for holding real estate)

Itasca Bank & Trust Co. does not offer tax, legal, or financial planning advice.

Land Trust Information


Have a question about ? Send us a quick message and we can get back to you.

Please note that we will answer your message as soon as possible between 8am-4pm, Monday through Friday. If the matter is urgent, please call the Bank during our regular business hours.

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