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What We Offer

We specialize in partnering with attorneys and consultants to protect the estates of minors or adults with disabilities.

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I’m interested in...

Special Needs Trust
Administration

 

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Partner to protect your client’s current or future public benefits.

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Guardianship/Conservatorship
Administration

 

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Work together to preserve and protect your client’s assets.

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Trust & Estate
Administration

 

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Partner to manage and protect your client’s wealth and estate.

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We recognize your client’s needs and expectations differ from those of typical wealth management clients. Our mutual clients often have a team of experts working on their behalf – accountants, advisors, attorneys. We value every relationship and work as a team with the same goal in mind -- to provide the optimal solution for the client.

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We are proficient in: 

  • Court procedures and providing options for unique circumstances
  • Government benefit programs, such as Medicaid and Medicare – helping derive the most value for your client
  • Working with outside vendors, reducing costs and passing on savings to your client
  • Advocating for beneficiaries and their families with empathy and respect – striving to earn your client’s trust 

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special needs iconSpecial Needs or Supplemental Needs Trusts (SNTs) Administration

Sometimes a person with disabilities needs to protect their public benefits, such as Medicaid. Establishing an SNT provides a ‘safe harbor’ for assets and are therefore not counted when determining eligibility for public benefits.

Assets in the trusts are used to pay for special needs that government programs don’t cover.

There are two types of SNTs:

  • First Party SNT (also referred to as Self-Settled or OBRA ’93) – may be established with assets of the person with disabilities (typically proceeds from a lawsuit)
  • Third Party SNT – created and funded with assets of an individual other than the person with disabilities

Our team can help administer special needs trusts. Contact us today to learn how we can advocate for yours or your client's success.

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guardianship iconGuardianships/Conservatorship Administration

We can act as a guardian/conservator of the estate for your client to help preserve and protect their assets. Examples of situations we can assist with include:

  • Minors or adults with disabilities receiving proceeds from a personal injury or wrongful death lawsuit
  • Minors receiving an inheritance as a results of their parents’ untimely death
  • Adults adjudicated as unable to handle their financial affairs

We remain committed and dedicated to providing superior service and ensuring client needs are met. You’ll find reassurance that your client is cared for throughout the process.

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trust and estate iconTrust & Estate Administration

We partner with your team to manage and protect your client’s wealth and assets. Our team of experts can help you by:

  • Acting as administrators of your client’s trust
  • Serving as your corporate trustee
  • Acting as executor or personal representative for your client’s estate
  • Providing experienced estate planning advice

Learn more about our Trust & Estate administration services or connect with us today.

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Stan Josephson

Harrison, NY

Midland Trust Company has overseen a trust for our family for seven years. We are continually impressed with the knowledge and patience which they bring to the table. Highly skilled professionals, I consider very valuable to us.

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Bonnie Berger

Peters Berger Koshel & Goldberg, P.C. | Brooklyn, NY

Midland Trust Company’s team is knowledgeable, responsible, and strong willing advocates for clients. They establish an easy rapport with clients that are unsure of the process, their needs, and how they will be best served by the opportunities available to them. I’m glad to have been able to work with them and look forward to continuing our relationship moving forward.

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Howard Shafran

Shafran Rock, PLLC | White Plains, NY

I couldn’t be more satisfied and reassured in my selection of a trust company. They've demonstrated a personal as well as professional connection to the unique intricacies of a brain damaged baby case. Their experience and knowledge, combined with attention to detail, reassured me that this was the correct selection in a trust company. I highly recommend Midland Trust and have every intention of suggesting them on my upcoming neurologically damaged infant birth case.

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Steven P. Lerner, Esq.

Kassoff, Lerner & Associates, LLP. | Rockville Centre, New York

Please allow me to express our utmost admiration for the exceptional work that Midland Trust Company has done for our clients. The team’s expertise is of the highest caliber with a hands-on personal approach to each client, from the multi-million-dollar individual to the nominal depositor, is truly noteworthy.

Your unique understanding of the angst, confusion and feelings of helplessness for those with special needs and their families makes the process of planning for their future an easier road, and the compassion that you have shown them, even in the most difficult of circumstances has been unwavering.

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Frederick Miceli

Attorney at Law | West Caldwell, New Jersey

Thank you for your exceptional service over the last several years as a Trustee in cases in which I served as Guardian Ad Litem. I greatly appreciate your patience, diligence and accessibility.

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Midland Trust Company Advantage

 

Midland Trust Company delivers value and service through experience, objectivity and compassion.

Choose our services and gain the following:

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• Expertise & Dedication

• Compassion & Understanding

• Personalized Service

• Spanish-Speaking Administrators

       

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• Investment Options

• Government Benefit Programs

• Experience

• Cost Savings

 

Meet the Team

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