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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.
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.