Protect Your Clients & Their Loved Ones
We deliver value and service through experience, objectivity, and compassion.
We lead with compassion and provide dedicated, personalized service to keep your clients satisfied.
We offer estate administration, customized trust management, and in-house wealth management services. We partner with attorneys and consultants to protect the estates of minors or adults with disabilities.
Partnering to protect your client’s current or future public benefits.
We may administer:
Acting as guardian of the estate to help preserve and protect your client’s assets.
Examples include:
Providing creative solutions to fulfill your client’s wealth protection and transfer wishes.
We may help by:
Partnering so that your client’s estate plan is carried out effectively and efficiently.
We may help by:
Providing holistic advice to help your client achieve their goals.
Services include:
Let us assist with your most complex cases – our approach allows for creative solutions. We have extensive experience protecting the estates of minors and adults with disabilities. You’ll find peace of mind knowing our trust officers understand the unique intricacies of your client’s situation.
Court procedures and providing options for unique circumstances
Government benefit programs, such as Medicaid and Medicare, helping derive the most value for your client
Working with outside vendors, reducing costs, and passing on savings to your client
Advocating for beneficiaries and their families with empathy and respect, striving to earn your client’s trust
Make certain your most vulnerable clients are cared for and receive the attention they deserve.
Let’s get started. We’re ready to partner with you and advocate for your client.
I couldn’t be more satisfied and reassured in my selection of a trust company. They’ve demonstrated a personal as well as professional connection to the unique intricacies of a brain damaged baby case. Their experience and knowledge, combined with attention to detail, reassured me that this was the correct selection in a trust company. I highly recommend Midland [Trust Company] and have every intention of suggesting them on my upcoming neurologically damaged infant birth case.Howard Shafran, Shafran Rock, PLLC
The [Midland Trust Company] team's unique understanding of the angst, confusion, and feelings of helplessness for those with special needs and their families makes the process of planning for their future an easier road, and the compassion that you have shown them, even in the most difficult of circumstances has been unwavering.Steven P. Lerner, Esq., Kassoff, Lerner & Associates, LLP.
Midland [Trust Company]’s team is knowledgeable, responsible, and strong willing advocates for clients. They establish an easy rapport with clients that are unsure of the process, their needs, and how they will be best served by the opportunities available to them. I’m glad to have been able to work with them and look forward to continuing our relationship moving forward.Bonnie Berger, Peters Berger Koshel & Goldberg, P.C.
Our team of dedicated professionals are here to support you.
