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What We Offer

We specialize in protecting the estates of minors and disabled adults. We advocate for each and every client with expertise and compassion.

Background
Orange

What we deliver

  • One-on-one service with a dedicated trust officer and administrator

  • Experience in finding solutions for unique circumstances

  • Knowledge of court systems and processes

  • Government benefits knowledge

  • Administrators fluent in written and spoken Spanish

  • Cost savings with outside vendors

white mother smiling with son with down syndromeServices we offer

Every person and situation is different, and we understand this. Our trust experience includes:

  • Guardianship / Conservatorship administration for minors and disabled adults

  • Special Needs / Supplemental Needs Trusts (SNTs) administration

    • First Party / Self-Settled / OBRA '93

    • Third Party

  • Settlement Fund Management Trusts (SFMT)

  • Settlement Planning Trusts (SPT)

  • Medical Reversionary Trusts

  • Medicare Set Aside Trust (MSAT)

  • Irrevocable Trust

  • Estate Settlement

  • Revocable Trust (Living Trust)

  • Marital Trust

  • Bypass Trust

  • Generation Skipping Trusts

  • Charitable Trusts and Private Foundations

 

Background
Blue
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Beneficiaries and Families

  • We provide one-on-one service with a dedicated trust officer
  • We negotiate 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
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Attorneys and Consultants

  • We are experienced in providing solutions to unique circumstances and are a resource in helping expedite your case to a faster resolution to settlement
  • We recognize your client’s expectations differ from those of wealth management clients; this understanding means not having to worry about receiving calls from unhappy clients
  • We are knowledgeable in Medicaid and Medicare planning solutions
  • We understand court systems and processes
  • We provide investment flexibility

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
  • Peace of Mind
  • Spanish-Speaking Administrators
  • Investment Options
  • Government Benefit Programs Experience
  • Cost Savings

Meet the Team