Estate Planning

Comprehensive estate and legacy planning enables you to direct your time, talent and financial resources toward making a lasting impression on the lives of loved ones and the organizations you support. Creating a meaningful legacy begins with thoughtful planning and requires the resources and expertise of professional advisors adept in the intricacies of estate, philanthropic and tax planning.

Whether you use a trust* or another method for accomplishing your long-term legacy and estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.

We can help you identify your goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors.

We can work with your own trustee or, if you are looking for an independent trustee, we would be happy to discuss the benefits of working with The Private Trust Company.

Trust Services
The Private Trust Company, N.A., (PTC) is an affiliate of LPL Financial. The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors. This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services.

PTC serves in an administrative corporate trustee role, providing all record keeping, accounting and tax preparation; also, PTC ensures that trusts are managed and distributions occur according to the terms of the trust document. 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.

Together with The Private Trust Company we can assist you with these and other needs:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Private Foundations Guardianship
  • Family Office Group Relationships
  • Custodial Relationships
  • Agency Relationships

*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.

Tax and legal services are not offered by LPL Financial or Capital Intelligence Associates.