If you want sound management of your assets, you need a strong plan, the right tools and knowledgeable professionals. Community Trust's time-tested philosophy of asset management, our commitment to current technology and our affiliations with the best advisors and legal counsel assure that all your investments will be managed with excellence.

Services for Individuals

  • Revocable Living Trusts: Asset management assistance for those who wish to reduce their personal management responsibilities. Assets in a living trust avoid probate.
  • Trust Under Will: Trust created at death, through the language of a will, to benefit an individual or institution.
  • Conservatorship: Asset management for those who are unable to manage their own affairs.
  • Investment Agencies: Professional asset management implemented to meet the needs and goals of the client.
  • Rollover IRAs: Distributions from qualified retirement plans can retain their tax-deferred status.
  • Dynasty Trusts: A dynasty trust with situs in South Dakota would be exempt and remain forever free from federal transfer taxation.
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts

Services for Institutions

  • Qualified Retirement Plans: Pension and profit sharing plans through an affiliation with an outstanding third-party vendor.
  • Investment Agencies: Professional asset management implemented to meet the needs and goals of the client.



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©2006 Valley Banks Community Trust.