CAPITAL FIRST TRUST BROCHURES
Capital First Trust Company downloadable PDF brochures can be found here. If you need physical brochures or any of our other trust-related marketing materials, don’t hesitate to contact us.
Settlement Preservation Trusts Brochure
To help protect your client's settlement funds, a Settlement Preservation Trust (SPT) is established as an irrevocable grantor trust. The primary goal of a Settlement Preservation Trust is to protect the beneficiary's settlement proceeds from wasteful dissipation while allowing for financial flexibility to accommodate changes in one's financial future.
Advisor Friendly Trusts Brochure
Financial advisors and trust clients interested in an Advisor Friendly Trust with Capital First can be assured we will be with them every step of the way. It is our goal to be proactive in managing new trusts, trust transfer plans and strategies, as well as the setup process.
Special Needs Trusts Brochure
Families, attorneys, financial advisors, and beneficiaries considering a Special Needs Trust can rely on Capital First to provide experienced administration and ongoing support. Our goal is to help protect eligibility for important government benefits while enhancing the beneficiary’s quality of life through thoughtful trust management.
Special Needs Trusts Administration Guide for Beneficiaries
Beneficiaries of Special Needs Trusts can feel confident knowing Capital First is committed to helping them understand how their trust works and how it can support their needs. Our goal is to provide clear guidance, responsive service, and practical assistance every step of the way.
Asset Protection Trusts Brochure
Individuals and advisors exploring Asset Protection Trust strategies can trust Capital First to deliver experienced administration and personalized support. Our goal is to help clients preserve and protect assets while ensuring the trust is managed in accordance with their long-term objectives.
Minors Trust Brochure: Personal Injury of a Child
Families, attorneys, and guardians establishing a trust for a minor following a personal injury settlement can rely on Capital First for professional administration and compassionate service. Our goal is to safeguard settlement proceeds and ensure funds are managed responsibly for the child’s future benefit.
Minors Trust Brochure: Wrongful Death of a Parent
Families, attorneys, and guardians seeking a trust solution following the wrongful death of a parent can rely on Capital First for experienced administration and ongoing support. Our goal is to protect the minor’s inheritance and provide careful stewardship until trust distributions are appropriate.
Pre-Trial Trusts & Guardianships Brochure
Attorneys, families, and fiduciaries involved in litigation or guardianship matters can count on Capital First for responsive trust and fiduciary services. Our goal is to provide stability, protection, and professional administration throughout the legal process and beyond.
Corporate Trustee & Team Player Brochure
Individuals, families, financial advisors, and attorneys seeking a professional corporate trustee can trust Capital First to work collaboratively with their existing advisory team. Our goal is to provide impartial administration, fiduciary expertise, and exceptional service while respecting the important roles of other trusted professionals.
Advisor Friendly Trust Structure
Financial advisors and clients interested in maintaining investment management relationships while benefiting from a professional trustee can rely on Capital First's Advisor Friendly Trust structure. Our goal is to clearly define fiduciary responsibilities and foster a cooperative relationship that serves the best interests of the trust and its beneficiaries.
Beneficiary Rights
Trust beneficiaries can feel confident knowing Capital First is committed to transparency, fairness, and professional trust administration. Our goal is to ensure beneficiaries understand their rights and receive the information and support they need throughout the life of the trust.
Supplemental Needs Trusts: Third Party vs First Party
Families, attorneys, and advisors evaluating Supplemental Needs Trust options can rely on Capital First to help navigate the differences between First-Party and Third-Party trust structures. Our goal is to provide clarity and guidance so the most appropriate solution can be selected for the beneficiary’s unique circumstances.
Truelink Brochure
Trust beneficiaries and families interested in greater flexibility and convenience can benefit from the True Link spending solution offered through Capital First. Our goal is to provide a secure, easy-to-use tool that helps beneficiaries access approved funds while supporting responsible trust administration.
