The First National Bank of Ottawa

                                          

 

       


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Trust Services

The First National Bank of Ottawa's experienced Trust Staff offers the following services to our Customers:

  •      Trust Under Agreement
  •      Testamentary Trusts
  •      Land Trust Services
  •      Life Insurance Trusts
  •      Guardianship of Estate
  •      Executor/Administrator
  •      Component Agency Services/
         Property Power of Attorney Services
  •      Investment Management Services
  •      Investment Custody Services
  •      Custodial Self Directed IRA's
  •      Section 1031 Tax Deferred Exchanges
         (Starker Exchanges)
  •      Escrow Agent
  •      Farm Management Services

 

The Trust Department also offers the following services to our Commercial Customers:

1.   Act as custodian for all your employee benefit plans:

  •      Pension
  •      Profit-sharing
  •      401k
  •      Keogh
  •      SEP
  •      Employee stock ownership plans

2.   Work with your third party administrator for participant accounting. 

3.   Work with your attorneys, accountants, trust, estate planning and ownership
      succession professionals.

4.   Act as escrow agent for special funds and transactions. 

5.   Provide investment agency and investment advisory accounts and services.
 

 

 

 Shannon Stevens
Chief Trust Officer
Contact Shannon Stevens via Email

 

Kevin Steward
Trust Officer
Contact Kevin Steward via Email

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

  


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First Ottawa Bancshares, Inc. is the parent company of The First National Bank of Ottawa and its Branches:  The First National Bank of Ottawa - Northfield, The First National Bank of Ottawa - Plaza, The First National Bank of Ottawa - South, First National Bank - Morris, Streator National Bank, and First National Bank - Yorkville.  First Ottawa Financial Services is a division of The First National Bank of Ottawa.

"Newest Ideas in Banking"

Main Facility: 701 LaSalle Street, Ottawa, Illinois 61350
815-434-0044

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