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Trust

Relationship accounts built on Trust.

A Trust is an arrangement in which our Trust & Wealth Management team manages assets (cash, securities, and/or property) for the benefit of an individual or organization. A trust account can be set up in several different ways depending on your situation. A Trust account is usually created for those who:
 
  • Need assistance managing financial affairs 
  • Want to keep family assets intact for future generations 
  • Want to reduce exposure to estate and inheritance taxes 
  • Would like to pass assets to a charitable organization 
If you're interested in learning more about our Trust accounts, please contact:
Julie Mooney, Senior Trust Officer 712-213-3613
Matt Forristal, Trust Officer, Attorney 712-213-3641
Chad Halder, Trust Officer, 712-213-3630
Lora Nielsen, Trust Operations Officer, 712-213-3640

Investments: Not FDIC Insured, No Bank Guarantee, May Lose Value