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Showing posts from June, 2014

Attorney Trust Officer Liaison Conference in Naples

This past weekend we participated in the annual Attorney Trust Office Liaison Conference. This year it was held in Naples, FL. We were able to reconnect with many of our long-time partners and colleagues as well as meet numerous new friends. Often times other banks and trust companies aren't willing or able to serve as Trustee of a Special Needs Trust without a liquid asset minimum funding of $500,000 - $1,000,000+ and that is one major advantage to choosing our services.  Since we do not have a minimum for any of our trusts we are able to take the "smaller cases" and we are a good option for those trust officers who are looking to recommend an alternative to their clients.

Call or email us today - we look forward to working with you!