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.

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 or Supplemental Needs Trusts (SNTs) Administration

Sometimes a disabled individual 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 a disabled individual’s own assets (typically proceeds from a lawsuit)
• Third Party SNT – created and funded with assets of a person other than the disabled individual

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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Guardianships/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 disabled adults 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 & 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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Midland Trust Company Advantage

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

Choose our services and gain the following:

• Expertise & Dedication • Compassion & Understanding • Personalized Service • Spanish-Speaking Administrators

• Investment Options • Government Benefit Programs • Experience • Cost Savings

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