Stop by and visit Drew Bender at the NYSBA Trust & Estates and Elder Law & Special Needs Joint 2024 Fall Meeting in Canandaigua, NY! We are proud to be a long-time supporter of the New York State Bar Association Special Needs Section. Learn more about our services at https://ow.ly/R9Nz50TwqvG. #trustandestate #trustservices #estateplanning #specialneeds #fiduciary #trustcompany
Midland Trust Company
金融服务
Chicago，IL 334 位关注者
Specializing in the administration of Guardianships / Conservatorships and Special / Supplemental Needs Trusts.
关于我们
Midland Trust Company is a full-service trust company providing estate administration, customized trust management, and in-house investment management. With a focus on administering guardianships and special needs trusts, beneficiaries and their families receive personalized, compassionate support from dedicated trust officers, along with access to multilingual staff. As a subsidiary of Midland States Bank, Midland Trust Company serves clients nationwide. Midland Wealth Management is a trade name used by Midland States Bank, Midland Trust Company, and Midland Wealth Advisors, LLC, all of which are controlled by financial holding company Midland States Bancorp, Inc. (NASDAQ: MSBI) and are referred to as the “Affiliated Companies.” Midland States Bancorp, Inc. is a bank holding company that offers a broad spectrum of banking products and financial services to consumers, small businesses, and commercial clients. Midland States Bank is Member FDIC. Midland Wealth Advisors, LLC is a registered investment adviser. Services offered by Midland Wealth Advisors, LLC are separate from Midland States Bank and Midland Trust Company. Investment advisory services offered through Midland Wealth Management. Brokerage services provided by LaSalle St. Securities, LLC, Member FINRA/SIPC. Midland Wealth Advisors, LLC is not affiliated with LaSalle St. Securities, LLC. Insurance products and services offered through LaSalle St. Insurance Services. Investment and insurance products and services are: not insured by the FDIC, not deposits, and may lose value.
- 网站
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https://www.midlandtc.com
Midland Trust Company的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Chicago，IL
- 类型
- 上市公司
- 创立
- 2016
- 领域
- Guardianship/conservatorship for minors and disabled adults、Special Needs / Supplemental Needs Trusts (SNTs)、Structured Settlement Administration Trusts (SST)、Settlement Fund Management Trusts (SFMT)、Settlement Preservation Trusts (SPT)、Reversionary Medical Care Trusts和Medicare Set Aside Trusts (MSA)
地点
Midland Trust Company员工
动态
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A day we will never forget. #September11 #PatriotDay #OneMidland
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Proud sponsors of The Real Property, Probate & Trust Law Section of The Florida Bar’s 42nd Annual Attorney/Trust Officer Liaison Conference at The Breakers Palm Beach. Stop by and visit with Drew Bender to learn more about our services or connect with him at https://ow.ly/JWQ750SZhQ1. #trustandestate #trustservices #estateplanning #fiduciary #trustcompany #attorney #trustofficer
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Welcome Gabby Drillich! As Trust Officer in our New York office, Gabby builds strong relationships with clients and beneficiaries, oversees trust accounts, and assists with estate planning strategies. She partners with legal, tax, and investment professionals to deliver trust and estate services. With over seven years of experience in estate planning, guardianships, and family law, Gabby previously served as an Associate at New York law firms. Learn more and connect with Gabby at https://ow.ly/NqnI50SOEVx. #trustandestate #trustservices #estateplanning #guardianship #financialplanning #wealthmanagement #fiduciary
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We’re proud to sponsor the New York State Bar Association Elder Law and Special Needs Section Summer 2024 meeting in Montreal. Stop by and visit with Drew Bender to learn more about our services or connect with him at https://ow.ly/AgPA50SA1mu. #elderlaw #elderlawattorney #specialneeds #specialneedstrust #guardianship #specialneedsplanning #supplementalneeds #estateplanning #trustservices #fiduciary
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We’re proud to sponsor the Special Needs Alliance Spring Meeting in Asheville, North Carolina. Stop by and say hi to Ben Malsch and Deanna Haught! Learn more about our Special Needs Trust services at https://lnkd.in/gvmz9db4. #specialneeds #specialneedstrust #specialneedsplanning #supplementalneeds #trustservices #fiduciary
We are excited to sponsor Special Needs Alliance Spring Meeting again this year! It is always fun to catch up in person with attendees and the educational programs are amazing!
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Plan and prepare with our 2024 tax reference guide – includes tax brackets, retirement plan contribution and deferral limits, RMD tables, Social Security tax rates and benefits, and more. Download now https://ow.ly/eRt150QzNRm A solid tax strategy plays a critical role in any financial plan. Get started today https://ow.ly/rkOv50QzNRn. #taxplanning #taxstrategy #taxseason #financialplanning #retirementplanning #socialsecurity #fiduciary #wealthmanagement #financialservices
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Regional Managers, Diane Olear and Nicole Fasano, attended the 58th Annual Heckerling Institute on Estate Planning at the University of Miami School of Law conference in Orlando, Florida last week. The educational programming, presented by the nation’s leading experts, offered comprehensive coverage of today’s most important tax and non-tax planning issues, and practical guidance on planning effectively in an unpredictable economic and legal environment. We are dedicated to elevating client service by staying informed about the latest and most innovative planning techniques. #estateplanning #trustservices #trustandestate #taxplanning #financialplanning #fiduciary #wealthmanagement #continuededucation #professionaldevelopment
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