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What We Offer

We can act as administrator of Special Needs Trusts.

A disabled individual often needs to protect their current or future public benefits. In fact, assets over a certain limit can actually disqualify their benefits. The solution? Establishing a special needs or supplemental needs trust. It provides a safe harbor for the disabled individual’s assets. That way, assets aren’t counted when determining eligibility for public benefit programs.

Assets in special needs trusts can be used to pay for needs that government programs don’t cover and help improve your loved one’s quality of life. The trust can make funds available for special therapies, procedures and equipment, as well as for education, training and other items to make your loved one’s life more comfortable.

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First-party Special Needs Trusts

  • May be established with a disabled individual’s own assets (typically proceeds from a lawsuit)
  • Sometimes referred to as ‘self-settled’ special needs trusts

 

Third-party Special Needs Trusts

  • Created and funded with assets of a person other than the disabled individual
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Our Services

As administrator, Midland Trust Company provides:

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Protection, security and comfort through careful review of your loved one’s needs in relation to government benefits

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Availability when and where you need us, guiding you through important considerations

 

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Personalized service with a dedicated trust officer and administrator

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Access to key services and reduced costs, so their money works harder and goes further

 

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Coordination with your loved one’s caregiver, making sure they get what they need—when they need it

Midland Trust Company Advantage

 

Midland Trust Company delivers value and service through experience, objectivity and compassion.

Choose our services and gain the following:

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• Expertise & Dedication

• Compassion & Understanding

• Personalized Service

• Spanish-Speaking Administrators

       

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• Investment Options

• Government Benefit Programs

• Experience

• Cost Savings

 

Meet the Team

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