We Understand The Role of a Trustee
At State Bank, we understand that being a trustee requires not only a specialized array of investment and tax expertise, but also sensitivity to the needs and aspirations of the individuals for whose benefit a trust has been established. As your appointed trustee, we dedicate ourselves to protecting your assets and fulfilling your intentions. This commitment goes far beyond overseeing distributions to beneficiaries. While maintaining objectivity, we understand the changing needs of every beneficiary. We have expertise in exercising discretion as well as in making tough decisions on your behalf.
As your trustee, we can be named in your lifetime trust agreement or your will. We can also act as successor trustee to you, a family member or other corporate trustee originally named in the document.
As trustee we:
- Invest trust assets using sophisticated strategies
- Objectively and thoughtfully exercise discretion according to your trust
- Recommend solutions that utilize the full array of trust vehicles, including: Charitable Trusts, Revocable Trusts, Marital Trusts, Credit Shelter Trusts, Grantor Retained Annuity Trusts (GRATs), and others
- Actively address your needs as they evolve
Working with a dedicated team builds a close personal relationship that enables us to anticipate the needs of you and your family today, and for generations to come.
We can help put you on the right path.
Contact SB Financial Group (NASDAQ - SBFG), our holding company, to learn more or request an investor packet.
The State Bank provides the products and services you need to make life easier.
Our local, expert staff provides custody, trust and investment management with the highest quality service. You can expect first-class in all that we do. We look forward to serving you.
