Personal Trust

A personal trust is a trust an individual creates, formally naming him/herself as the beneficiary. Personal trusts are separate legal entities that have the authority to buy, sell, hold, and manage property for the benefit of their trustors. At Cattle Bank & Trust, we set up trusts based on the specific needs of our clients.

These include:

• Revocable Trusts
• Irrevocable Trusts
• Charitable Trusts
• Special Needs Trusts
• Power of Attorney/Agency Appointments
• Estate & Personal Representative Services
• Farm Management Services
• Real Estate Management Services

Additional Services:

• Estate/Gift Planning
• Tax Planning
• Business Succession
• Cafeteria Plan Administration

Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.

Corporate Trust

Corporate Trust covers the business activities of banks that act in a fiduciary capacity for investors in a particular security. 

Our Corporate Trust services include: 

• Paying Agent/Registrar Services
• Treasury Management Services

Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.

Cattle Wealth Solutions

Wealth management is an active cycle between the financial advisor and the client. To keep growth and productivity moving forward, every investment continually goes through four stages: Relationship Management, Asset Allocation, Portfolio Management, and Client Review.

Cattle Wealth Solutions personalizes its wealth management services with:

• Holistic Financial Assessment
• Wealth Planning Strategies
• Investment Management

Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.

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