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Heart-Led Partnership and Client Advocacy

We lead with compassion and provide dedicated, personalized service to keep your clients satisfied.

Explore Our Services 

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. 

Special Needs Trust Administration

Partnering to protect your client’s current or future public benefits.

We may administer:

  • First Party SNT (Self-Settled or OBRA ’93) – established with assets of the person with disabilities, typically from lawsuit proceeds
  • Third Party SNT – created and funded with assets from someone other than the person with disabilities

Guardianship / Conservatorship Administration

Acting as guardian of the estate to help preserve and protect your client’s assets.

Examples include:

  • Minors or adults with disabilities receiving proceeds from a personal injury or wrongful death lawsuit
  • Minors receiving an inheritance as a results of their parents’ untimely death
  • Adults adjudicated as unable to handle their financial affairs

Customized Trust Management

Providing creative solutions to fulfill your client’s wealth protection and transfer wishes.

We may help by:

  • Acting as administrator of your client’s trust
  • Serving as corporate trustee, fiduciary over trust

Experienced Estate Administration

Partnering so that your client’s estate plan is carried out effectively and efficiently.

We may help by:

  • Acting as estate administrator for your client’s estate
  • Serving as executor, fiduciary over probate estate

Comprehensive Wealth Management Services

Providing holistic advice to help your client achieve their goals.

Services include:

friendly female Midland employee smiling at camera

Why Choose Midland

  • Experience and Dedication
  • Compassion and Understanding
  • Personalized Service
  • Government Benefit Program Knowledge
  • Investment Options
  • Cost Savings
  • Bilingual Administrators (English and Spanish)

Partner Together to Simplify Your Workload & Reclaim Time

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.

We’re proficient in: 

  • 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. 

We’ll assign your case a dedicated trust officer and administrator who knows and understands your client’s particular needs. Whether in-person, by phone, or via email, we are committed to providing thoughtful service. 

Your Trust, Our Commitment

Let’s get started. We’re ready to partner with you and advocate for your client.

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.
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.

Frequently Asked Questions

How does Midland assist attorneys in managing trusts for clients with special needs?

We focus on Special Needs Trust administration, offering extensive experience in both first-party and third-party trusts. Our dedicated team manages the trust so that it is in compliance while preserving the client’s eligibility for government benefits such as Medicaid and Supplemental Security Income. We work closely with attorneys to develop and implement trust solutions that fit the unique needs of their clients. 

What sets Midland apart as a corporate trustee for complex cases?

Midland is known for its personalized approach, compassionate service, and extensive experience in handling complex cases involving minors and adults with disabilities. Our dedicated trust officers and administrators offer tailored solutions, from trust management to guardianship services, ensuring each client’s needs are met efficiently. We also provide cost savings through efficient management and collaboration with outside vendors. 

How can Midland simplify the workload for attorneys and provide peace of mind?

Our experience in court procedures, government benefit programs, and trust administration allows us to handle the complexities of each case, providing attorneys with more time to focus on their core responsibilities. Our commitment to empathy, respect, and effective communication helps both attorneys and their clients feel supported throughout the process. 

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.