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)