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Gulf Coast Bank and Trust Co. ensure the success of your
personal or institutional Trust Plan. |
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| Personal
Trust Services |
Established
in 1997, the Trust Department of Gulf Coast Bank and Trust
Co. offers a full
array of trust and investment services. Our trust accounts
are administered locally,
ensuring personal, knowledgeable, service from a professional
who is able to understand
your individual needs and assist you in achieving your personal
financial objectives. |
Trust
and Estate Administration
With a living trust, you can enjoy your assets today, while
providing financial support
and protection to your family or organization in the future.
As trustee, Gulf Coast
Bank & Trust Co. holds, protects, and manages your assets
with continuous, effective
administration and competitive investment results.
A testamentary trust, established in your will, takes effect
at your death and may
reduce estate taxes, ensure that your beneficiaries are financially
secure, or provide for
your favorite charity. We provide competent management of
your assets on an ongoing
basis and can work with you and your tax advisors to help
you incorporate this flexible
instrument into your will to protect the financial future
of your heirs.
Serving as Executor of your will ensures the security of your
estate assets and saves
a family member or friend from the complex administrative
burden of settling your
estate.
Investment Agency/Custody Services
Each individual has unique needs and objectives for their
investments. As Investment
Agent, we will work with you to design and manage an appropriate
portfolio of stocks,
bonds and mutual funds that will achieve your specific objectives.
As Custodian, we will
handle the safekeeping, record keeping, securities settlement,
income collections and
tax reporting, while you maintain full control over investment
decisions.
1031 Exchange Services
A 1031 Tax Deferred Exchange, authorized by Section 1031 of
the Internal Revenue
Code, is a method that allows a property owner to trade one
investment property for
another without incurring capital gains taxes on the transaction.
Gulf Coast Bank & Trust
Co. has partnered with Complete Exchange Services, LLC, a
locally owned and operated
company, to offer this service to our clients.
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| Employee
Benefit Plan Services |
Gulf
Coast Bank & Trust Co.’s team of employee benefit
professionals and state-of-the-art
systems bring you unique capabilities that can ensure the
success of your plan from every angle.
From plan design, implementation, and administration through
investment options, our
employee benefit plan services are custom-designed to reflect
the needs of your company
and your plan’s participants. |
Responsible,
flexible administration and operational support
We handle the administrative responsibilities of your plan,
from start-up through daily
maintenance. We can tailor a plan to meet your special needs.
Or, our IRS-approved
prototype plan document offers the ultimate in cost-effectiveness
and convenience and
ensures that your plan remains in compliance with changing
laws and regulations.
Sophisticated, flexible accounting
Participant record keeping services demand state-of-the-art
technology and accuracy. Our
flexible program supports daily valuation that can be accessed
by participants through
a website or toll-free number. We provide traditional quarterly
statements, quarterly
newsletter and can accommodate your need for custom reports.
Our communications
are timely, informative and accurate.
Professionally managed access to key financial markets
Having access to key financial markets is an essential element
of your plan services. We
work with you to design an investment program based on your
unique need and offer
custom developed portfolios for special need |
| Member FDIC |
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