CAPITAL FIRST TRUST MEDIA COVERAGE

Capital First Trust Company latest company news, videos and podcasts. Select a category below.

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Settlement Planning with a Trust - Explainer Video

July 15, 2024

Incorporating trusts in settlement planning offers a means to manage settlement funds, provide security, flexibility, and protection for the clients financial future.

Advisor Friendly Trusts - Explainer Video

July 15, 2024

This short video helps explain the relationship between the financial advisor, their client, and the trustee in an Advisor Friendly Trust.

Special Needs Trusts - Explainer Video

July 15, 2024

This short video explains the basics of a Special Needs Trust.

Safety and Regulatory Oversights - Capital First

April 25, 2024

A trust administration company is meant to be trusted. This means ensuring the safe keep of client trust funds through independent external audits, internal audits, board of directors supervision, state…

Jimmy's Story: Special Needs Trust Video

October 05, 2023

Capital First Trust Company is a national leader in Special Needs Trust Administration. This video is a testament to how a Special Needs, or Supplemental Needs Trust can help better the life of an SNT…

SNT: Pre-Planning The Death Of A Loved One

August 01, 2022

This podcasts discusses the tough process of pre-planning the death of a loved one by setting up final expenses from a Special Needs Trust.

Special Needs Trusts: Selecting Your Team

July 15, 2022

In this show, James Creel from Capital First and Shannon-Laymon Pecoraro of Parks Zeigler discuss Special Needs Alliance and the importance of selecting the right team when considering a Special Needs…

Establishing a Special Needs Trust

July 05, 2022

In this show, James Creel and Shannon Laymon-Pecoraro talk about what to look for when considering a Special Needs Trust.

Special Needs Trusts Overview

July 01, 2022

In this short podcast, Senior Trust Consultant, James Creel, speaks with Shannon Laymon-Pecoraro from Parks Zeigler on the basics of Special Needs Trust administration.

Investing Within A Special Needs Trust

June 26, 2022

James Creel and Shannon Laymon-Pecoraro discuss how investing in a Special Needs Trust works, whether it be through a preferred financial advisor or with Capital Firsts common trust funds.

Advisor Friendly Trusts

March 28, 2022

An Advisor Friendly Trust is where an independent Trustee permits and delegates investments authority to a qualified Investment Manager.

Transferring Existing Trusts Podcast

March 28, 2022

This short podcast covers how existing trusts can be transferred to a new (corporate) trustee.

Special Needs Trusts: A Guide For Beneficiaries

March 25, 2022

Capital First announced the development of a guide to assist clients in understanding how Special Needs Trusts can protect them as well as answer frequently asked questions about distributions from their…

Directed vs Delegated Trusts

March 23, 2022

This podcasts differentiates Directed and Delegated Trust structures when working with a corporate trustee.

Modifying Irrevocable Trusts

March 23, 2022

This short podcast covers the question of how an Irrevocable Trust can be modified.

Captial First Trust Company: What We Do

December 16, 2021

Capital First Trust Company is an independent South Dakota charted trust company founded on a commitment to provide our clients with exceptional customer service. We provide our clients with dedicated…

How Capital First "Out Locals" Your Local Trust Company

May 27, 2021

Capital First is a Midwest company with Midwest values, and we're dedicated to being your "local" trust company, no matter where you're located.

James Creel, Our Senior Trust Consultant, Explains Why You Should Choose Capital First

May 18, 2021

Capital First Trust Company is your go to Settlement Preservation and Special Needs Trust Administrator. We are the experts.

Capital First Staff Recognizes Outstanding Performances

April 13, 2021

Capital First Staff member Christina Schiek recognized for excellence in Trust Services and Stacy Scrip for participation in the 2021 Society of Settlement Planners Annual Conference.

Capital First Announces New Hires

February 24, 2021

Milwaukee — Capital First Trust Company, an independent South Dakota chartered trust company with offices in Milwaukee, WI and Sioux Falls, SD has announced the hiring of several new staff members.

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