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!