Trust Services »
Helping to define and achieve your long-term financial aspirations
MidFirst Bank Trust Administration
As your corporate trustee, MidFirst Private Bank is
prepared to safeguard, preserve, and manage your assets if you
become unwilling or unable to do so, or even if you simply no
longer wish to shoulder this responsibility.
You'll find that integrity is the cornerstone of MidFirst's
commitment to you. Enjoy the peace of mind that comes with knowing
that your needs will be met and that your assets are protected,
- Experience - A team of full-time trust
professionals who know the complexities of trust solutions.
- Permanence - MidFirst Private Bank is an
institution committed to the communities we serve.
- Continuity - Our team and structure ensures
continuous administration of your trust
- Objectivity - We are an impartial third-party
that will act solely in the interest of the trust
- Longevity - We are especially valuable when
trusts are scheduled to last for generations
In your financial management toolbox, a Trust provides some
advantages. Working with your attorney, we can help create a Trust
that will enhance your financial plans.
During your lifetime, a Living Trust can be a valuable source of
protection should you become incapacitated. After your death, the
trust document can include instructions for continued management or
distribution of your assets without the formal estate probate
process, which often forces loved ones to wait before they can
benefit from your gifts.
Your attorney can draft the legal trust document. As trustee, we
will follow the instructions outlined in the document for
management of the trusts assets.
A Testamentary Trust becomes effective after your death. Your
attorney includes instructions for this type of trust in your will,
to provide for your loved ones and possibly minimize the tax on
Many understand that charitable gifts reduce taxes. Less know
about how a Charitable Trust will allow you to enjoy some of the
tax benefits of charitable giving and still provide ongoing
benefits for loved ones.
A Charitable Trust can be established during your lifetime
(Living Trust) or after your death (Testamentary Trust).
Contact MidFirst Private
Bank to speak with a trust officer or your
dedicated private banker today to discover how we can tailor your
trust administration needs to your unique financial situation.