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Economic Impact Payments 
The IRS continues to monitor and prepare for new legislation related to Economic Impact Payments. The IRS will make updates to the Get My Payment portal to provide updated information for taxpayers in the near future. 
Click here for more information.

Personal Trust Services
Protect your wealth now and for future generations.
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Lone Star National Bank’s trust department offers a full range of trust and wealth transfer services designed to help clients better manage their assets, protect their wealth, and provide support for family members in the event of death, disability, or incapacity. Functioning as a corporate fiduciary, we can provide the following services:

Our Approach

We take a holistic approach to our clients’ financial needs. Trust, investment and other Global Wealth specialists work with our clients and their legal and tax advisors in developing customized, coordinated plans that can include:

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  • 01. Financial Planning
  • 02. Investments*
  • 03. Qualified Retirement Plans/IRA Distribution Plans
  • 04. Stock Options*
  • 05. Business Succession Planning
  • 06. Durable Powers of Attorney
  • 07. Gifting During Life (Charitable and otherwise)
  • 08. Correct Titling of Assets
  • 09. Selecting Executor/Trustee
  • 10. Distribution of Wealth at Death
  • 11. Charitable Inclinations



Our trust professionals have the experience and knowledge to address the difficult challenges that face a fiduciary.


A corporate trustee is available to fulfill its role when circumstances such as illness, work and family responsibilities may limit an individual trustee’s ability to serve.


As corporate trustee, Lone Star National Bank will comply with the terms of the trust document without personal bias, whereas a family member or friend might encounter difficulties in dealing with beneficiaries impartially, or find themselves in a position that jeopardizes their personal relationship with the grantor.

Investment Skills

Our portfolio managers structure and implement portfolios and asset allocations in accordance with a defined investment philosophy specific to each account based on investment objectives, risk tolerance, tax considerations and liquidity needs.

Administrative Skills

Our trust officers and administrative staff are well-versed in fiduciary law and tax issues. Complete accounting records are maintained.

Personal Attention

At Lone Star National Bank, we pride ourselves on always being available to answer questions about the trust and its investments, address special needs as permitted by the trust and to advise on other financial and banking matters as needed.


We work easily and cooperatively with a family member or other co-trustee and other trusted advisers such as your tax attorney and CPA.

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