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What We Offer

We’ll help protect your most vulnerable loved ones.

Midland Trust Company specializes in protecting the estates of minors and disabled adults. In fact, it’s one of our core strengths, and we advocate for each and every client with expertise and compassion.

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Guardianships & conservatorships

Midland Trust Company administers court supervised guardianships/conservatorships for minors or disabled adults to preserve and protect a ward's assets.

 

Some examples include:

  • Minors or disabled adults receiving proceeds from a personal injury or wrongful death lawsuit
  • Minors receiving an inheritance as a result of their parents’ untimely death
  • Adults judged as unable to handle their financial affairs

Our Services

As guardian/conservator of the estate, Midland prudently manages your loved one’s affairs through the following services:

  • Establish a monthly budget
  • Pay all bills and ongoing expenses
  • Determine overall cash flow needs and living expenses
  • Coordinate medical insurance payments
  • Pay ongoing medical expenses
  • Prepare annual court accountings
  • Prepare state and federal income tax returns
  • Invest and manage all assets, including real estate
  • Investigate and pursue all available public benefits (e.g., Social Security, Medicaid)
  • Assist in establishing supplemental/special needs or OBRA ‘93 trusts to protect current or future eligibility for SSI and Medicaid benefits

 

Trust and Estate Planning services offered through Midland States Bank and Midland Trust Company