The Private Trust Company, an affiliate of LPL

It's #TermTuesday and this week we're defining CRUT, the charitable remainder unitrust. Want to explore how this trust can benefit your clients? We've got you covered: 🔗 https://bit.ly/4f0cqli

I can hear the bells! 🔔 Marital trusts can protect your married clients' wealth and ensure a smooth transition for beneficiaries. If you're scratching your head at the mention of QTIP and QDOT trusts, you're not alone. Check out our article to learn about these trusts and more for your married clients.

🚀 This is PTC ground control to Houston: We had a blast this week at #LPLElevate! Kate Shackleton, EVP of Trust and Insurance at LPL, led a panel on evolving advisors' practices and defining success along the way. We are heading back to home base feeling inspired by the advisors we connected with and ready to turn insights into action!

Meet Ben and Sarah, retirees who have built a substantial legacy, thanks to their trusted advisor, Sam. Their biggest wish? To ensure Advisor Sam continues managing their wealth for their children after they're gone. Thanks to The Private Trust Company's unique model, Sam can keep guiding their investment strategy across all assets, ensuring continuity and honoring Ben and Sarah's wishes. Discover how our trust solutions make this possible ➡️ connect with us! https://bit.ly/487ZvtE

Thrilled to have spent the past week at the Atria Wealth Solutions #ENGAGE2024 conference in Washington, D.C. It was an honor connecting with Atria advisors, discussing their trust and estate needs, and welcoming them to the LPL family. Looking forward to building strong partnerships together! 💪

It's not always easy explaining the benefits of trusts to your clients—but we're here to help. With a quick 3-minute read, you can walk away with 5 benefits that will have your clients saying, 'How do we get started?' Read it now: 🔗 https://bit.ly/3MXd3jF

This week, we're excited to feature Kimberly Tomlinson, one of our Trust Officers here at PTC. She has 20+ years of experience working in trust for financial institutions, and is known for her outstanding client care and detailed approach. We're grateful for your dedication, Kim! 👏

Selecting the right trustee is an important decision– one we help advisors and their clients with on the regular. The Private Trust Company is a corporate trustee, here to provide expertise, objectivity, and peace of mind. Have questions for us on trustee selection? Let's connect! 🔗 https://bit.ly/487ZvtE

PTC is headed to the Big Apple for tonight’s #Wealthies Industry Awards! We are thrilled to sit beside 3 other nominated LPL teams and celebrate our commitment to supporting advisor success. Be sure to tune in ✨