facebook pixel
Close Close
 

FDIC Consumer News: Tax Season and Your Refund Options
Click here to learn more about the changes in banking technology that make managing your refund safer and easier than ever.

Personal Trust Services
Protect your wealth now and for future generations.
Dotted Circles
Overview

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:

Contact Us
  • 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

 

Experience

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

Permanence

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.

Impartiality

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.

Cooperation

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

Find a Bank ATM near you
View Your Accounts

User ID

Previous
Next