Estate Planning Strategies | Trust Services


What is a Trust?

A trust is your instructions for the management of all or part of your property.The trust document describes:

  • How you want your assets managed and eventually distributed
  • Who you want to benefit from your assets now and in the future
  • Who you want to be responsible for carrying out these instructions.
  • 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.

The Private Trust Company

LPL Financial Advisors offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial. PTC provides trust administrative services for individual, family, corporate and foundation assets. Licensed in all 50 states under its 1995 national banking charter, the bank does not engage in any lending or deposit taking, therefore, specializing solely in providing fiduciary services.

A competitive advantage is their ability to deliver fully intergrated administrative trust services to you in a seamless manner while maintaining your relationship with us...your financial advisor.

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