Our unique capabilities, knowledge of government systems, and dedicated team shape our position as a leading provider of special needs trust and guardianship administration.

Midland Trust Company has extensive experience providing management of trusts, guardianships, and estates with compassion and understanding. We work with families and representatives alike to find solutions for each situation and its unique circumstances. Along with our competitive fees, we deliver one-on-one service with a dedicated trust officer and administrator and help identify cost savings with outside vendors. We also provide custom investment solutions and will help create a plan to reach the desired financial objectives.

Establish or Administer a Special Needs Trust

Protect the current or future public benefits of you, your loved one or client by partnering with a professional corporate trustee to administer a special needs trust or supplemental needs trust. Midland Trust Company acts as a fiduciary for these trusts that protect the assets of individuals with disabilities, while maximizing their eligibility for public benefit programs.

Designating Midland Trust Company as corporate trustee will help protect the assets in your trust and ensure recipients use them according to how the trust was setup. Areas of expertise also include administering First Party/Self-Settled/OBRA '93 trusts which the individual's assets establish and Third Party trusts that another person creates and funds for someone else's use.

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Establish or Administer a Trust

Manage and preserve the wealth and assets you, a loved one, or your client has accumulated with the help of a professional trustee and estate administrator. We promise to manage the investments and distribution of assets and funds as the grantor sees fit with any of these trusts. We can also prepare tax documents and other complicated paperwork.

Examples of trusts we have experience in administering include:

• Settlement Fund Management Trusts (SFMT)
• Settlement Trusts
• Medical Reversionary Trusts
• Medicare Set Aside Trust (MSAT)
• Irrevocable Trust, Revocable Trust (Living Trust)
• Marital Trust
• Bypass Trust
• Generation Skipping Trusts
• Charitable Trusts and Private Foundations

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Plan or Administer an Estate

Partner with Midland Trust company to help plan for the disposition of assets and settlement of an estate through the following services:

• Estate settlements and distribution: An objective executor can more easily manage an estate per the decedent's wishes. Having a third party take care of distribution can prevent strain among beneficiaries.
• Will probation: Probate is the legal process that confirms the validity of a will after one's death and allows beneficiaries to dispute it.
• Collection of assets and information: The executor must take inventory of all assets to prepare for distribution.
• Determine estate taxes, claims and debts: A Midland Trust Company executor can understand complicated tax documents and ensure the estate pays only what is necessary. They can also manage debts and claims and ensure they're handled or paid.
• Manage estate investments: We can withdraw or transfer any investments the decedent made and include them among the assets.

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How to Get Started

When you, your loved one or your client needs assistance with trust or estate services, call Midland Trust Company for help.

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