Trust Services
Middleburg Trust Company has been granted trust powers by the Commonwealth of Virginia and is recognized as a fiduciary by both The Bureau of Financial Institutions and The Federal Reserve. Middleburg Trust can serve as Trustee, Co-Trustee or Agent for the Trustee for any of the following types of trusts:
Revocable Trusts
- Living Trust
Irrevocable Trusts
- Trust Under Will (Testamentary)
- Trust Under Agreement
- Charitable Remainder Trust
- Life Insurance Trust
Establishing a trust can provide you with benefits that sound investment services alone cannot accomplish. Whether created for use during your lifetime or under a provision of your will, Middleburg Trust will help you design a trust that will give you the comfort of knowing that your long term financial concerns will be met. For example:
- Financing your children’s education
- Supporting an elderly relative
- Managing your assets if you are disabled
- Saving on estate taxes
- Providing investment management and financial stability for your family after your death
Personal appointments may be made to discuss your individual investment needs. Please contact the Middleburg Trust Company office most convenient for you.