Fulfill your financial goals for now and the future.

Preserve and enhance your assets through Personal Trust and Investment Management Services.

Establishing a trust relationship ensures that your assets are managed tomorrow the way you manage them today, for your personal benefit and the benefit of your heirs.

Charlotte State Bank & Trust's professionals will help you answer important questions such as:

  • Who will inherit your assets?
  • How can you minimize estate taxes?
  • Who will care for you in the event you become incapacitated?

Our trust and investment experts will help you meet your financial objectives by identifying investment, tax, and estate planning opportunities suitable to you. 

Let us help you with your personal Trust needs. Start with a discussion of your needs and a complimentary review of your current documents and investment portfolio. 

Please call Christine Hause at (941) 624-1917 or toll-free at 1-(888) 624-5454. Or if you prefer, email Christine at chause@csbtfl.com. Please include your contact information and the time you prefer to be contacted.

Seminars

Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.

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Estate Services

Provide for your loved ones in the best possible way through proper estate planning.

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Meet Our Client: Ken Smith

Ken Smith discusses how Charlotte State Bank & Trust has helped not only himself but his family as well.

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Meet Our Team: Samuel Kiburz

Samuel manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida.

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Trust Administration

Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or IRA.

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Document Reviews

Discuss your will, trust, power of attorney, or other documents with our trust services team.

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On Our Minds

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10/1/20

Investment Market Update, Q3 2020

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