Trust Services

Trust Services

The financial professionals of Capital South Wealth Management have access to The Private Trust Company, through our broker/dealer, LPL Financial. Our team can utilize The Private Trust Company to provide trust administration services such as accounting, tax preparation and trustee services for our clients. The Private Trust Company's model enables our clients to maintain their relationship with us for investment management when assets are placed in a trust. Trusts offered by The Private Trust Company include special needs trusts, grantor trusts, survivors trusts, charitable lead trusts, charitable remainder trusts, rabbi trusts, irrevocable life insurance trusts and private foundations. 

Special Needs Trust Services

The Capital South Wealth Management, LLC. Team has over ten years of experience working in the life care planning industry. We have a specialized knowledge and experience working with individuals with disabilities. We act as the coordinator, communicating with all of the involved professionals, through the process of implementing the trust. We work hand in hand with the trustee to develop and implement an investment plan to address the needs of the beneficiary. Additionally, we work to educate the beneficiary, their loved ones, and the trustee of the importance of protecting their government benefits. 

LPL Financial Representatives can offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.