Trust Company

The Private Trust Company

an affiliate of LPL Financial

Named the largest of America’s most Advisor-Friendly Trust Companies by The Trust Advisor magazine.** PTC delivers fully integrated administrative trust services to you in a seamless manner while maintaining your relationship with your trusted advisor.

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Services offered:

Trust Administration: Serving as Trustee or Co-Trustee

  • Trust Settlement Services
  • Agent for Individual Trustee
  • Family Offices
  • Custody and Escrow Services

What Is A Trust?

A trust is your instructions for the management of all or part of your property. An attorney who represents you and has expertise in the area of estate planning should create your trust.

What can a trust do for you?

A trust can provide a measure of comfort, knowing you have a plan in place to help provide for the safe and accountable management of family assets and to direct their use in accordance with your wishes, goals, and objectives.

A trust can help:

Trust Administration: Serving as Trustee or Co-Trustee

  • Manage your estate tax exposure and avoid probate costs.
  • Provide for a relative or disabled child after your death.
  • Assemble a tax-advantaged charitable gift.
  • Ensure your assets are managed for the benefit of your heirs, according to your wishes.
  • Protect assets from a creditor’s claims.

Benefits of a Trust

A trust provides protection for family members who may be unaccustomed to dealing with financial matters. It can offer protection of assets in case of divorce or other litigation. A trust can assure funding is available for specific needs, such as education, healthcare, or charitable interest.

Why Use a Professional Trustee?

Trustees many have to make tough decisions that might not be popular with all your beneficiaries. After all, the trustee is carrying out your instructions, not your beneficiaries’ wishes. This can be a difficult role to fulfill for a family member, who may not be unbiased or may wish to act in a manner that avoids hard feelings within the family, rather than carry out your instructions.

* Based on total assets, as reported in The Trust Advisor magazine, January 2016