Secure Login About Contact Us Personal Business Nonprofits & Institutions Team PERSONAL / TRUST SERVICES Estate Settlement Financial Planning Investment Management Trust Services For more information: Email us Or call: (816) 751-4200 PERSONAL / TRUST SERVICES CORPORATE TRUSTEE In estate plans (of revocable or irrevocable trusts) During your lifetime Management of trust assets as you intend To manage your assets after your death Distribution of trust assets as you intend No fees charged until after death Family or other individuals can serve as co-trustee Special Needs Trusts Provides supplemental funds to a disabled person in a manner that does not jeopardize his or her access to benefits provided through governmental programs Coordination of distributions with other available benefits Family or other individuals can serve as co-trustee Charitable Remainder Trust An irrevocable trust providing income (either a set amount or a percentage) to a person or persons for lifetime or a period of years At death, or at the end of the term of years, the trust distributes to a named charity, or charities, or it may continue in trust as a private foundation for charitable purposes Recordkeeping and IRS reporting Charitable Lead Trust An irrevocable trust providing income (either a set amount or a percentage) to a named charity for the lifetime of the person creating the trust or for a term of years When the trust terminates, the trust is paid over to a named person or persons Recordkeeping and IRS reporting CONSERVATOR A court-appointed position in which Country Club Trust Company is responsible for the assets belonging to an incapacitated person as determined by the Probate Court Inventory of all property and assets Payment of bills Filing of all court required accountings PRIVATE FOUNDATION An irrevocable charitable trust in which Country Club Trust Company serves as trustee for charitable purposes as set out within the trust document Recordkeeping and IRS reporting Family members may be involved in deciding the charitable distributions CUSTODY ACCOUNT An account which allows you to maintain control of your investments while Country Club Trust Company provides recordkeeping services Safekeeping and recordkeeping of portfolio assets Collection of interest, dividends and coupons Maintenance of tax cost basis Affiliates Country Club Bank Capital Markets Group Asset Management Group, Inc. Tower Wealth Managers CC Capital Advisors The Capital Corporation Wheatland Advisors Business Escrows Investment Accounts Pension/Profit Sharing Plans Qualified Settlement Trusts Rabbi Trusts SEP Plans Personal Estate Settlement Financial Planning Investment Management Trust Services Nonprofits & Institutions Team About Us Contact Us Publications Site Map Privacy Notice Website Accessibility Statement Website Terms of Use Beneficial Ownership Rule ® 2021 Country Club Trust, All Rights Reserved 1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200 Trust and Investment Services: • Are not insured by the FDIC or any other federal government agency. • Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate. • May lose value.