Members Trust Company works with a claimant’s tax and legal advisors to design the optimal settlement plan. Our experienced trust and investment professionals ask the right questions and partner with experts to conduct a factual analysis—arming a claimant with data necessary to evaluate various options. The result is a thoughtful settlement plan that takes into consideration taxation, economic value of settlement options and the personal circumstances of the claimant.
MTC Settlement Trust Services Case Studies Handout
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Client Copy: MTC Revocable vs. Irrevocable Trust Handout
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