Trust & Asset Management Services
You’ve worked hard all your life, and your family comes first. Our Trust Services team is here to offer more than just legal services and professional advice; we’re here to provide compassion, transparency and a genuine desire to help you secure the future of your loved ones.
- Trust & Estate Planning: Choose from a wide variety of trusts to suit your needs & objectives, from revocable living trusts to special needs trusts and more.
- Trust & Estate Administration: Utilize the BTC Trust Department to serve as Trustee of your Trust or Administrator of your Estate to take advantage of our skills, knowledge and resources to seamlessly ensure your plan is properly followed.
- Portfolio Management: Oversee your combination of trust assets & review current investments.
- Custody Services: Protect your securities and other assets from loss or theft.
- Record Keeping Services: Track assets, prepare & file tax documents, & perform other administrative functions for your trust.
- Trust Accounting: Record and categorize trust expenses and financial activities.
- Investment Risk Consulting: Establish acceptable levels of risk to match your goals.
- Collaboration With Tax Professionals: Coordination with accountants or tax professionals.
- Management of secured and unsecured loans, notes & contracts.
Types of Trusts
Common trust arrangements that may fit your needs include:
- Revocable trusts
- Irrevocable trusts
- Charitable trusts
- Education trusts
- Special needs trusts
- Spendthrift trusts
- And more
The Importance of Trust & Estate Planning
A strategic and well-crafted plan for your family can provide more than just peace of mind. By working with a professional trust services consultant, you can:
- Protect assets from probate and provide privacy for your family
- Ensure that assets are managed and distributed according to your wishes
- Help minimize conflicts among family members and beneficiaries
- Professional management of assets now and into the future
- Create effective strategies for tax savings
- Protect minors and underaged loved ones
- Provide financial security for your loved ones
What You Can Expect From BTC Bank Trust Services
Clear Communication
Planning and administration doesn’t need to be confusing or overwhelming. We’ll take the time to explain things clearly and transparently, so you are confident every step of the way.
Tailored Plans
Whether it’s planning for the transition of the family farm or ensuring your estate plan reflects your values, we create a plan that is as unique as your family.
Personal, Compassionate Support
We’ll take the time to understand what matters most to you and provide a listening ear, practical advice and the care you deserve.
Contact Us
Are you ready to learn more about creating a plan for your needs? Contact Johnathan Meyer today at 641-784-7300, complete the form below or visit your local branch today.
Meet Johnathan L. Meyer, Trust Officer and General Counsel
Johnathan L. Meyer received a Bachelor of Science, Magna Cum Laude in Accounting from Northwest Missouri State University and a Juris Doctor in Law (J.D.) and Masters of Law in Taxation (LLM) from the University of Missouri at Kansas City School of Law. Johnathan has over 25 years of experience in estate planning and administration, probate, trust drafting and administration, business formation, and tax planning and filing. Having worked in major metropolitan areas, while being born and raised on a farm in Northwest Missouri, Johnathan is in the unique position of having complex practical experience with an appreciation of small-town/rural community living.
Contact Johnathan today at 660-425-7285 or trustservices@btcbank.bank, or visit your local branch today to learn more.
Additional Wealth Services
Our team provides a collaborative approach to helping you achieve your wealth goals. In addition to Trust & Asset Management, our team offers a complete suite of Wealth Management services.
Products are not insured by FDIC. Products are not deposit or other obligation of, or guaranteed by, the bank. Products are subject to investment risk, including possible loss of principal.