Whether you are setting up a trust or a private foundation, the experts at The Private Bank at Bank of Oklahoma have the knowledge and experience, working closely with your own advisors, to craft the right financial strategy for you and your beneficiaries.
Our trust and estate management offerings include:
A trust is a long-range financial planning tool that protects your assets, allows you to take advantage of estate tax savings and avoid probate. It puts you in control of your financial destiny by giving you the resources to manage your assets to their full potential. Your trust can protect your assets during your lifetime and provide financial security for your beneficiaries in the future.
Naming us as executor or co-executor of your estate means that a trained and impartial corporate entity will oversee the difficult tasks that are legally required of this position.
The highly experienced professionals on our trust team will handle the many intricate steps of estate settlement and administration with sensitivity and respect.
Depend on professionals who are skilled at shepherding estates through the probate process.
A Revocable Trust is also known as a “living” trust, this is an agreement that you create during your lifetime. You direct how your assets are to be administered during your lifetime and for the benefit of others after your death. You may change this agreement anytime.
This is an agreement that you create which may not be changed after its creation. You can use a trust like this for specific tax reasons and to provide benefits for others.
This is a trust you create to support a favorite charity or charities. It can provide you tax benefits, while meeting your philanthropic goals.
In addition to traditional arrangements, Bank of Oklahoma serves in specialized areas including complex tax-driven trusts, court appointments, and special needs trusts. We are familiar with the latest iterations of transfer and income tax planning, can provide necessary court-approved accountings, and can serve as trustee in special needs trusts.
Tulsa Area: (918) 293-7582
OKC Area: (405) 936-3991
Fee-For-Service Financial Planning
Tulsa Area: (918) 293-7572
OKC Area: (405) 936-3905
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