In the News

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