Trust & Investment
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)
Land Trust Department (for holding real estate)
Itasca Bank & Trust Co. does not offer tax, legal, or financial planning advice.
Land Trust Information