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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

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

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SNT: Pre-Planning The Death Of A Loved One
podcast

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
podcast

Special Needs Trusts: Selecting Your Team

July 15, 2022

In this show, James Creel from Capital First and Shannon-Laymon Pecoraro of Hook Law discuss Special Needs Alliance and the importance of selecting the right team when considering a Special Needs Trust.
Establishing a Special Needs Trust
podcast

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
podcast

Special Needs Trusts Overview

July 01, 2022

In this short podcast, Senior Trust Consultant, James Creel, speaks with Shannon Laymon-Pecoraro from Hook Law Center on the basics of Special Needs Trust administration.
Investing Within A Special Needs Trust
podcast

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
podcast

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
podcast

Transferring Existing Trusts Podcast

March 28, 2022

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

Directed vs Delegated Trusts

March 23, 2022

This podcasts differentiates Directed and Delegated Trust structures when working with a corporate trustee.
Modifying Irrevocable Trusts
podcast

Modifying Irrevocable Trusts

March 23, 2022

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

Capital First Logo

info@capitalfirsttrust.com

P: 800.521.2359
F: 800.494.2429

South Dakota Office:

701 North Phillips Avenue, Suite 140
Sioux Falls, SD 57104

Milwaukee Office:

234 West Florida St., Ste 400
Milwaukee, WI 53204

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