Trust and Asset Management offers professional investment management, estate planning, trust and other fiduciary services.
Trust and Estate Management Services include American Bank serving as:
- Trustee for Revocable and Irrevocable Trusts, Irrevocable Testamentary Trusts, Section 142 and 867 Trusts, and Charitable Trusts
- Co-Trustee
- Executor or Personal Representative
- A member of the customer's estate planning team
Investment Management Services are provided to:
- Individuals
- Trusts and Estates
- Rollover IRAs
- Pension and Profit Sharing Plans
- Foundations, Endowments and Charitable Organizations
Stand-alone custody accounts are also offered, and investment performance measurement is available to these customers.
American Bank acts as a custodian, provides safekeeping of assets and assumes full responsibility for managing the investments within an account with:
- Trust and fiduciary services that are guided by a will or trust document
- Investment management services where the bank acts as an agent on behalf of the client
When needed, we contract outside professionals to assist in:
- Farm and ranch management
- Oil, gas and mineral management
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