Considering trust options can be overwhelming, beyond already challenging circumstances you may be enduring.

We start by meeting to discuss your needs and will walk you through the typical process and plan ahead.

We understand your circumstances are unique to you and your situation. We can help prioritize how best to care for you or your loved one.

You’ll have a team to rely on – a dedicated Trust Officer and Administrator.

Our purpose is care for what’s most important – you and your loved ones.

We take our cues from you.

We want you to feel comfortable throughout the process – and then we’ll get to work. We’ll put together a plan and work with you every step of the way – ensuring needs are addressed.

• We work with outside vendors to reduce cost of items such as medical supplies, pharmaceuticals, handicapped accessible vehicles
• We are experienced in coordinating home modifications and purchases
• We prepare annual court accountings
• We provide access to a pre-paid debit card for ease in purchasing services or items

Options to Consider

Guardianships/Conservatorships

Examples:

• 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

Special/Supplemental Needs Trusts (SNTs)

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

In addition, our team can help administer traditional trusts or help settle estates.

Midland Trust Advantage

Midland Trust 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

Meet the Team