Preserving and accumulating wealth requires more than wise investing, it involves careful planning — both for the near term and for generations to come.
Trust
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Security Federal Trust is a division of Security Federal Bank that offers expert Trust Administration Services. Our experienced staff can help build, manage and protect your wealth for you and your loved ones.
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Karl Lutterloh, J.D., LL.M.
Trust - Division President
100 Laurens Street
Aiken, SC
29801
803-644-2080
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Barton Brigham
Trust Officer
1185 Sunset Blvd
W. Columbia, SC
29169
803-346-6880
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Clayton Sherrod
AVP/Trust Officer
100 Laurens Street
Aiken, SC 29801
803-739-6072
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Danny Lack
Trust Officer
1109 Broad Street
Augusta, GA 30901
706-941-3214
Who benefits from Trust Services?
- Individuals interested in preserving and managing wealth through customized investment management
- Individuals wanting to preserve, protect and/or administer assets for future generations
- Individuals seeking to minimize tax liabilities
- Individuals charged with managing benefits/assets for other individuals such as elderly, parents, minor children, and disabled adults
- Individuals wishing to avoid delay and publicity of probate
- Individuals seeking financial freedom from collecting income and paying bills
- Non-profit organizations or businesses seeking to manage assets.
Security Federal Trust offers services in many areas, including:
- Investment Management Services
- Charitable Remainder Trusts
- Conservatorships
- Eldercare Financial Management (including investments, bill-paying and day-to-day financial transactions)
- Estates and Probate
- Financial Planning
- Trusts Under Will
- Special Needs Trusts
For more information about our Trust Services, call 803.641.3000. Contact us by email at trust@securityfederalbank.com. Trust Officers at Security Federal are salaried and adhere to a fiduciary standard.
Please consult your tax or legal advisors before taking any action that may have tax consequences.
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