News & Articles

Awards & Recognition

We're proud to be recognized as a favorite by our clients and associates year after year.

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Community Dividends

Our Community Dividends event celebrates and recognizes local nonprofits with $1M in donations each year.

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2024 Community Impact Report

Learn how MB&T furthered its mission to make the communities we serve better places to live and work in 2024.

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All Stories

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Estate Planning Briefs

Articles for January & February 2025
February 18, 2025

Estate Planning Studies

Artificial Intelligence and the Estate Planner
December 31, 2024

Estate Planning Briefs

Articles for October & November 2024
November 30, 2024

Estate Planning Studies

Naming a Trust as Beneficiary under the Minimum Distribution Requirements
September 30, 2024

Estate Planning Briefs

Articles for June & July 2024
August 15, 2024

Estate Planning Studies

Specific testamentary gifts are a very important component of a will. They help clients pass important family heirlooms as well as transfer assets of high value.
May 24, 2024

Estate Planning Briefs

Articles for February & March 2024
March 27, 2024

Estate Planning Studies

Corporate Transparency Act: Not to Be Ignored
January 24, 2024

Estate Planning Briefs

Articles for November & December 2023
December 22, 2023

Estate Planning Studies

Coordinating Your Estate Plan
October 20, 2023

Estate Planning Briefs

Articles for August 2023
August 01, 2023

Estate Planning Studies

An Estate Planner’s Guide to Specific Testamentary Gifts
July 14, 2023

Estate Planning Studies

Highlights of the SECURE Act 2.0
May 19, 2023

Estate Planning Briefs

Articles for February & March 2023
February 01, 2023

Estate Planning Briefs

Article for Year-End 2022 & January 2023
January 10, 2023

The Business Times, 25, and MB&T, 50, share a unique birthday

We're celebrating our 25th anniversary this week and it happens to coincide with the 50th anniversary of Montecito Bank & Trust.
March 14, 2025

Montecito Bank & Trust appoints two new members to Board of Directors

Montecito Bank & Trust is pleased to announce the appointment of two new members to its Board of Directors, Dr. Igor Mezic, PhD. and Ms. Veronica Quintana.
February 25, 2025

195 Local Nonprofit Organizations Receive Community Dividends® Awards and Share of $1 Million at Montecito Bank & Trust's 22nd Annual Luncheon

Montecito Bank & Trust hosted their annual Community Dividends awards luncheon to celebrate and recognize local nonprofit organizations and the work they do in our communities.
November 25, 2024

Montecito Bank & Trust Earns Eighth "Best Banks to Work For" Award Nationally

For the eighth consecutive year Montecito Bank & Trust has been named a "Best Bank to Work For" by American Banker magazine.
November 12, 2024

Montecito Bank & Trust celebrates local nonprofits at annual Anniversary Grants™ reception.

On Wednesday evening, Montecito Bank & Trust celebrated its 49 th anniversary by gathering with 11 local nonprofit representatives at the Bank’s annual Anniversary Grants reception.
March 13, 2024

MB&T is Working to Close the Financial Literacy Gap

More than 2,100 students and adults participated in over 270 hours of financial literacy classes offered by Montecito Bank & Trust associates in 2023.
February 01, 2024

MB&T Opens Oxnard Branch & Celebrates Local Nonprofits

Over 140 Oxnard community leaders and business members gathered with MB&T associates for a ribbon cutting and grand opening celebration for their Oxnard branch.
February 01, 2024

195 Local Nonprofit Organizations Receive Community Dividends® Awards and Share of $1.1 Million at Montecito Bank & Trust's 21st Annual Luncheon

Montecito Bank & Trust kicked off the holiday season on Monday November 20, 2023, as it has for the last 21 years, with the special annual tradition of their Community Dividends awards luncheon.
November 20, 2023

Impact Investing Expert Lloyd Kurtz Joins Montecito Bank & Trust Wealth Management

Lloyd Kurtz joins the Wealth Management group as SVP / Senior Portfolio Manager
May 31, 2023

Montecito Bank & Trust reports Q1 2023 Earnings

Montecito Bank & Trust reports stable income and remains well-capitalized
May 30, 2023

Montecito Bank & Trust celebrates local nonprofits at annual Anniversary Grants™ reception

On Wednesday evening, Montecito Bank & Trust celebrated its 48th anniversary the same way it has since 1993, by gathering with local nonprofit representatives at the annual Anniversary Grants reception.
March 15, 2023

Montecito Bank & Trust reports Q4 2022 Earnings

Montecito Bank & Trust reported net income of $18.27 million, an increase of 4.22% year-over-year, while assets closed the year at $2.29 billion, down 2.8% or $65.95 million.
January 30, 2023