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Corporate Trustee:

As trustee, we serve to protect and enhance your assets, while providing the required fiduciary functions necessary to administer your trust. These include:
  • financial and tax planning
  • portfolio management *
  • income collection and distribution
  • fiduciary accounting and preparation of trust tax returns
  • compliance with fiduciary law
  • complete confidentiality and privacy protection
  • distribution determinations, including discretionary requests and remainder distributions

Advantages to creating trusts include avoidance of public probate and reduction of estate and gift tax. Naming a corporate trustee, such as Community Bank & Trust of Florida, ensures continuity in the management of your assets, and provides your family with security, expertise and objectivity, while removing a potential source of family conflict and stress inherent in naming a family member or friend for that task.

* Wealth Management Services include asset management, trust, guardianship, and estate settlement for clients in Marion, Alachua, Sumter, and surrounding counties. Asset management is offered as a service under Community Bank & Trust of Florida's Trust Charter. Investments are: NOT FDIC Insured; NOT deposits, obligations of, or guaranteed by any bank; - Subject to investment risk, including the possible loss of principal amount invested.

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