Led by Senior Managing Director & Trust Officer Evelyn Agent, FCB’s Trust Services team understands the nuances that ensure an uneventful, advantageous transference of wealth.
First Commercial Bank’s Trust Services department is focused exclusively on helping individuals and families use their wealth to support the people and causes they care about. We are prepared to work in concert with existing investment advisors, attorneys and accountants to provide trust and estate administration services that complete a competitive, full-service wealth management and estate planning strategy.
Trusts are a popular, even preferred tool to facilitate this transfer, as well as an effective means with which to protect assets, ensure a legacy for future generations or provide funds to charitable organizations, while minimizing estate ang gift taxes. As a local, regulated financial institution, FCB serves as an independent and objective trust advisor with the expertise to help you navigate difficult legal and financial situations. We are experienced with administering personal trusts, family trusts, asset protection trusts and charitable trusts.
Why Trust FCB with Your Legacy?
- Your investments are managed by the professional financial advisors that you choose.
- We can coordinate your estate and tax planning with your appointed family attorney and accountant.
- As your corporate trustee, we will manage the trust to ensure that it achieves the goals set by its creators.
- We have the resources and the expertise to manage the paperwork, meet the filing deadlines and bear the fiduciary burden.
In addition to Trust Administration, FCB Trust Services department also provides comprehensive Estate Administration Services, including serving as executor or co-executor of an estate. When you select First Commercial as executor for your estate, you can avoid burdening a family member with a time consuming task that is fraught with potential family conflicts and personal liability. For many families, naming First Commercial Bank as executor (or co-executor) is an equitable and diplomatic solution that helps maintain family accord.
NOT A DEPOSIT – NOT FDIC INSURED – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY THE INSTITUTION