In the News
LPL Financial Announces Appointment of Dan Allen as President of The Private Trust Company
LPL Financial LLC announced that Dan Allen has been promoted to President of The Private Trust Company (PTC), a national trust bank and affiliate of LPL. In this expanded role, Allen is tasked with scaling LPL’s trust offering to help meet the growing demand from advisors and their clients for comprehensive legacy planning.
PTC Ranked One of America’s Most Advisor-Friendly Trust Companies by Wealth Advisor Magazine
In addition to being the largest of the trust companies on Trust Advisor’s survey, PTC has been named again as a top choice of advisors when selecting a trust company for the 12th year in a row.
Resources
PTC Trust Settlement Guide
A Roadmap for Working with Your LPL Financial Advisor and The Private Trust Company
PTC Client Brochure
Simplified Trust Solutions
PTC Trusteed IRA Brochure
Account Preservation for the Next Generations
PTC Charitable Remainder Trusts
Understanding the common structure, varieties, and benefits of charitable remainder trusts (CRT)
PTC Trust Drafting Memo
This recommended language should be provided to drafting legal counsel when PTC is being named to serve in a trust
PTC Will Drafting Memo
This should be provided to drafting legal counsel when PTC is being named in a will as an estate representative