Trust Services

When your goal is to grow, protect, and preserve assets, it's good to work with a trust services professional that has a long tradition of commitment to members, community, and service. Your Lake Trust Credit Union partner for trust services, MEMBERS Trust Company – a federally chartered, full-service trust company owned by credit unions and CUNA Mutual Insurance Society – provides you with professional, dedicated personal service for all your trust and estate planning needs.

Russ Steiner, Trust Liaison Officer, acts as your Lake Trust Credit Union liaison to MEMBERS Trust Company and your local trust attorney.

Russ can help you with:

• Living trusts
• Testamentary trusts
• Estate settlements
• Custody accounts
• Escrow accounts
• Reverse mortgages
• Managed agency accounts
• Financial planning

Learn more about the value and benefits of personal trust services provided by MEMBERS Trust Company for you and your family.

MEMBERS Trust Company°

°Third-party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.