The Settlement Trust Group Advantage
As settlement trust professionals, we are here for you whenever and wherever you need us. You will experience prompt, one-on-one service from a person who knows you and understands your needs. First we listen, then we simplify. We make the complex easy to understand, while providing realistic solutions to help you.
When it comes to choosing a trustee to administer your client's Special Needs or other Settlement Trust, there are many factors to consider beyond location. Does the trustee have expertise in administering settlement trusts? Are the fees competitive? Can they accommodate smaller trusts? Will they be reachable and responsive when circumstances change or unforeseen events occur?
With Midland’s Settlement Trust Group you can be confident in answering “yes” to all these questions and more. Choose our services to gain the following advantages:
Expertise & Dedication
Our sole focus is serving the needs of personal injury victims and their families. Concentrating on one area allows us to be nimble, responsive and focused on providing best-in-class service to our clients.
Compassion & Understanding
We recognize personal injury victims’ expectations differ from those of wealth management clients, and our administrators have in-depth experience handling their unique needs and circumstances.
Each trust is assigned a dedicated administrator so the beneficiary speaks with a person they know, not a random call center representative.
Peace of Mind
Knowing your clients are in capable hands means not having to worry about receiving calls from unhappy clients.
Spanish Speaking Administrators
We have administrators fluent in both verbal and written Spanish.
We take a disciplined, client centered approach to investment selection, designing portfolios to meet specific client needs. Our investment professionals have more than $1 billion of assets under management.
Government Benefits Expertise
We understand government benefit programs such as SSI, Medicaid and Medicare, and can help your clients derive the most value from these programs.
We negotiate with outside vendors to reduce the cost of items such as medical supplies, pharmaceuticals and handicapped-accessible vehicles.
We can help you. You can reach Midland’s Settlement Trust Group at 1-262-501-7441.
Products and Services
Download our most requested brochures regarding Settlement Trusts.
Download our most recent Settlement Trust Case Studies.
Download our most requested forms regarding Settlement Trusts.
Financial Advisor Group
Eric A. Chojnicki
JD, CFP®, ChFC®, Branch Manager, RJFS, Registered Principal Professional
Heath W. Sorenson
MBA, CFP®, CSOP, PPC, Branch Manager, RJFS, Registered Principal
M.A., CFP®, Financial Advisor, RJFS
Financial Advisor, RJFS
MBA, CFP®, Branch Manager, RJFS, Registered Principal and Financial Advisor