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SOUTH DAKOTA ADVANTAGE
ADVISOR DIRECTED TRUST
SETTLEMENT PRESERVATION TRUST
SPECIAL NEEDS TRUST
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info@capitalfirsttrust.com
P: 800.521.2359
F: 1.800.494.2429
234 West Florida St., Ste 400 Milwaukee, WI 53204
Capital First Trust Company latest company news, videos and podcasts. Select a category below.
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.
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…
In this show, James Creel and Shannon Laymon-Pecoraro talk about what to look for when considering a Special Needs Trust.
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.
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.
An Advisor Friendly Trust is where an independent Trustee permits and delegates investments authority to a qualified Investment Manager.
This short podcast covers how existing trusts can be transferred to a new (corporate) trustee.
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…
This podcasts differentiates Directed and Delegated Trust structures when working with a corporate trustee.
This short podcast covers the question of how an Irrevocable Trust can be modified.
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…
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.
Capital First Trust Company is your go to Settlement Preservation and Special Needs Trust Administrator. We are the experts.
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.
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.