Corporate Trustee Services | Protect What Matters Most

Understanding Your Trust Needs

Every trust is unique, so we develop a customized plan for your specific situation. With Midland as your corporate trustee, you’ll benefit from a wide range of services, including:

Management, Investment, and Distribution of Assets

We care for your assets with prudence and responsibility, managing everything from stocks to real estate.

Distribution of Trust Funds in Accordance with Your Wishes

As a corporate trustee, we distribute assets as directed by the grantor, helping to maintain relationships.

Protection of Confidential Information

We prioritize your privacy, treating client information with confidentiality.

Preparation of Tax-Related Documents

Trust taxation is often complicated, but our years of experience help us navigate a wide range of tax duties, including filing and reporting.

Your Trust, Our Care

Manage and preserve the assets and wealth you, a loved one, or your client has accumulated with the help of a corporate trustee. We handle investments and distributions according to the grantor's wishes.

Why Choose Midland

Trusted Support
Our experienced professionals provide knowledgeable and compassionate guidance through the complexities of trust administration.

Customized Plans
We tailor our services to meet your unique needs and circumstances.

Multilingual Assistance
Our staff includes multilingual members to facilitate clear and effective communication.

Confidentiality
We prioritize the protection of your confidential information.

Tax Solutions
Our extensive experience with trust taxation simplifies the preparation and filing of tax-related documents.

Establish or administer a trust with confidence, knowing that Midland is here to support you every step of the way.

Explore Our Trust Experience

Explore the variety of trusts we manage with professionalism and care, so that your legacy is protected and your wishes honored.

Examples of Trusts We Administer:

Revocable living trusts
Family and marital trusts
Irrevocable trusts
Charitable remainder trusts and foundations
Guardianships
Special Needs and Settlement Protection trusts

A Customized Approach for Every Situation

We pride ourselves on service, delivering value through experience, objectivity, and compassion. Dedicated to our clients, we advocate for trust beneficiaries and their families with empathy and respect. Midlandmay serve as your fiduciary, as we have for so many others.

Beneficiaries & Families

Experience peace of mind knowing your loved one's assets are in capable hands. Let us help you through this challenging time.

Learn More about Beneficiaries & Families

Attorneys & Consultants

Our team has spent years working with attorneys, consultants, and other advisors to determine appropriate courses of action for our mutual clients.

Learn More about Attorneys & Consultants

Your Trust, Our Commitment

Share a few details with us, and together we’ll help build a legacy for you and your loved ones.

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Frequently Asked Questions

What is a trust administrator or corporate trustee?

A trust refers to a legally binding agreement where a party transfers their assets to another party, a trustee. The trustee then manages, protects, and distributes those assets according to that agreement, which is called trust administration. Midlandmay serve as your corporate trustee to administer a variety of trust services.

Why should I choose a corporate trustee?

Although it may seem to make sense to leave your trust in the hands of a family member or loved one, this may cause personal and relational strain and stress. Most people do not have the expertise, time, or desire to manage a trust. The role of trustee should not be taken lightly given the complex responsibilities involved. At Midland,we remain objective and have the experience to serve as trustee.

Does everyone need a trust?

Not necessarily, but trusts aren’t only for wealthy or intricate estates. If you have a plan as to how and when your assets are distributed after you die and want to ensure it happens, you may consider establishing a trust. If you want to protect your assets, reduce taxes, avoid probate, or provide a vehicle for charitable gifting, a trust may make sense.

When may I access what is in the trust?

There are several different types of trusts, so the trust agreement will determine what you’re entitled to, who has authority to withdraw, and any other rules or provisions surrounding distributions. A common example includes age provisions when assets are distributed at specific ages. Please note that distributing funds or assets from a trust is not the same as taking money out of a bank account.

What is a revocable trust?

A revocable trust is a trust established during your life that may be revoked or rescinded. A revocable trust allows your property to be managed by a trustee while you are still alive, if you become incapacitated or immediately upon your death. Trusts may be used to avoid probate and protect privacy.

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.

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