Meet the Rockford Leadership Team
MBA, CFP®, CFIRS™
President, Midland Trust Company
Mon: 8 AM - 5 PM
Tue: 8 AM - 5 PM
Wed: 8 AM - 5 PM
Thu: 8 AM - 5 PM
Fri: 8 AM - 5 PM
Our office is located in Rockford in Winnebago County in northern Illinois. Rockford, located on the Rock River, is the largest city in Illinois outside of the Chicago metropolitan area. The office building is on U.S. Route 20, a mile off I-90 and 6 miles east of downtown Rockford. Midland Wealth Management and Midland States Bank are also on-site. Surface parking is available.
Midland Trust Company is a full-service trust company offering both trust and estate administration, as well as customized investment management. We specialize in administering guardianships and special needs trusts. Our team of accomplished, credentialed professionals is committed to providing prompt and personalized service. Multilingual staff is also available for support.
Partner to protect your client's current or future public benefits.
Work together to preserve and protect your client’s assets.
National Structured Settlement Trade Association (NSSTA)
Winnebago County Bar Association
Special Needs Alliance (SNA)
Academy of Special Needs Planners (ASNP)
Illinois Institute for Continuing Legal Education (IICLE) – Estate Planning, Elder Law, Special Needs
Illinois CASA (Court Appointed Special Advocates)
March of Dimes
Klehm Arboretum & Botanic Garden
Midway Village Museum
Barbara Olson Center of Hope
Mendelssohn Performing Arts Center
Discovery Center Museum
Rockford Symphony Orchestra
A corporate trustee is a legal entity, such as Midland Trust Company based here in Rockford, IL, that serves in a fiduciary capacity to manage and administer various trusts and estate plans on behalf of beneficiaries. Unlike individual trustees who may lack specialized expertise, corporate trustees have extensive knowledge in trust management, investment strategies, financial planning, and estate administration. By choosing Midland Trust Company as your corporate trustee, you can rest easy that the wishes and best interests of the trust creator (grantor) are upheld, and the needs of the beneficiaries are addressed.
Our corporate trustee services in Rockford, IL, cover various scenarios:
To learn more about how Midland Trust Company in Rockford, IL, can assist you or your client, reach out to us today.
Partnering with a trust officer in Rockford for trust and estate administration can yield significant benefits. Entrusting your financial affairs to one of our trust officers provides access to expert guidance, personalized service, and peace of mind.
As fiduciaries, our trust officers in Rockford, IL, are ethically bound to act in your or your client’s best interest. We possess the knowledge and experience to make sound financial decisions, optimize strategies, and help protect trust assets.
Our trust administrators handle the administrative burden associated with trusts and estate plans, allowing you or your client to focus on more important aspects of life. We efficiently manage tax reporting, accounting, and recordkeeping, providing transparency and accountability.
For high-net-worth individuals and families, our team of professionals can develop comprehensive wealth transfer strategies to preserve assets for future generations, while also supporting philanthropic goals through charitable giving.
Moreover, at Midland Trust Company, our trust officers and administrators offer a human touch to financial management, building long-term relationships with clients based on trust and understanding. We take the time to listen to your unique circumstances, aspirations, and concerns, creating personalized financial plans that evolve with changing needs.
If you’d like to connect with a member of our team at Midland Trust Company in Rockford, IL, contact us today for more information.
When choosing a corporate trustee in Rockford, IL, or beyond, it's essential to focus on several key factors to make an informed decision. At Midland Trust Company, we recommend considering the following:
For a trusted corporate trustee in Rockford, IL, that meets all these criteria and more, reach out to Midland Trust Company to explore your options.