Comprehensive Services With Experienced Professional Guidance.
We are ready to assist you with a broad range of services, including simply listening to your questions and concerns and offering insight derived from decades of financial experience. The degree of our involvement in your financial affairs can be as much or as little as you desire.

Because your privacy is of utmost concern to us, client confidentiality is an absolute requirement. Your assets and related information are held by a nationally recognized third-party custodian. Account information, even the existence of a relationship, is accessible only by the Trust Committee and Trust Department staff.

As a member of our private client group, you benefit from our comprehensive services.

Personal Trust Administration
The focus of our resources is on personal trust relationships with investment management and the ancillary aspects of your financial affairs. We emphasize the integration of your personal values and goals within an overall financial plan.

Our ability to offer tax-advantaged trust situs in the State of Wyoming, which does not impose income taxation, can benefit certain trusts.

Investment Management
In addition to managing trust assets we provide investment management as agent for individuals, foundations and institutions. We can employ a single investment manager or a variety of world-class asset managers to provide diversification of investment styles, and an array of investment alternatives.

Financial and Estate Planning
We work with your legal and financial advisors to modify or create a plan that most effectively accomplishes your objectives, while minimizing current and potential tax liabilities. Specialized expertise and many years of experience enable us to make a valuable contribution to the planning process.

Estate Settlement
We will serve as executor or administrator of an estate, performing all of the varied duties required for settlement and distribution, actively manage assets for the benefit of the beneficiaries, or offer these services to an individual personal representative or trustee.

Dynasty Trusts
Under the provisions of the Wyoming Uniform Trust Code, effective July 1, 2003, we offer perpetual trusts, providing you with the benefits of generation-skipping estate planning.

Offshore Trusts
For non-resident aliens and for special purposes, we assist in establishing relationships with reputable offshore trust companies.

Philanthropy
We will assist individual investors with planned giving. We can develop a timetable for giving and structure gifts with or without trust vehicles that take into account estate and tax planning considerations and the needs of the beneficiary organizations.

Family Office Services
We can arrange for family office support services, on a limited or full-service basis, with a choice of two providers.

Important Information The purpose of this presentation is to inform you of services offered by The Jackson State Bank & Trust, a Wyoming state-chartered bank. Some or all of these services may not be available in all jurisdictions. The information presented herein is intended as an illustration of the trust and investment services offered by The Jackson State Bank & Trust. Such services may not be suitable for all individuals. This information does not constitute, and should not be construed as, the provision of tax, accounting or legal advice or investment recommendations. This information is intended to serve as the basis of a discussion with a Jackson State Bank & Trust professional. We urge you to consult with a legal advisor prior to entering into any planning or trust arrangement. Additional information is available upon request. Information given herein is believed to be reliable, but The Jackson State Bank & Trust does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is no guarantee of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.