Investment Management Services
Manage your portfolio with Plains Commerce Bank
Personal Trust Services
Reliance in Which You Can Trust
Plains Commerce Bank is proud to provide decades of experience in personal trust services. Our team is ready to accompany you, your legal and tax advisors, and your beneficiaries in planning and carrying out your personalized needs and goals.
Trust Administration
Investment Management
Tax Optimization
Estate Planning, Administration and other Fiduciary Services
Is building a trust right for you?
A trust may be useful for many reasons, and South Dakota is a premier trust situs. Generally speaking, a trust is useful if and when a person wants to give property to another (trustee) for the purpose of benefitting a third party (beneficiaries) without giving that third party ownership rights to the property.
For example, a trust may be useful to:
- Provide reliable, continuous, and tax beneficial financial care for a widowed spouse
- Provide objective and personalized discretionary payments to children
- Protect and invest assets in ways that benefit the conflicting interests of blended families
- Encourage and support grandchildren in attaining life goals
- Provide for special needs of disabled persons
- Pass on a legacy through multiple generations
Which Trust is Right for You?
Benefits of a Corporate Trustee
Take the next step and build your trust today.
Contact us or call (605) 681-2700
To contact us, Start HereSioux Falls, SD - West 49th
Only deposit products are FDIC insured. Investment Products are not FDIC insured, not a deposit or other obligation of the bank, not insured by any federal government agency, not guaranteed by the bank, and may lose value.
Plains Commerce Bank does not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
The information provided represents the opinion of Plains Commerce Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Plains Commerce Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.
