Trust & Estate Services
Protecting your wealth for future generations requires careful planning. Whether you want to secure your family's future, significantly reduce and/or eliminate taxes, benefit a charity or simplify the tax reporting and accounting of your assets, we will work with you, your attorney and accountant to implement a plan to accomplish your vision.
The provisions of your plan may address one or more of the following estate planning issues:
| Family wealth transfers | Gift planning |
| Revocable living trusts | Charitable gifting |
| Charitable trusts | Private foundations |
| Testamentary trusts | Family partnerships and/or LLCs |
| Wills | Defining the administration of revocable and irrevocable trusts |
Mutual of Omaha Bank is happy to provide the necessary account administration and custodial skills required to carefully and diligently manage your estate plan. Among the services provided are:
- Performance measurement and reporting
- Cash flow management
- Collection and accounting of income and redemptions/maturities
- Cash movement, account-to-account transfers and check writing
- Custodial services
- Tax reporting
- Coordination with other financial and estate planning service providers
- Coordination of account distributions, in accordance with the estate plan
- Probate administration
- Acting to ensure against the sickness, incapacity and/or death of an individual trustee
For additional information, please call us toll free at 866.826.3357.
