Ben Foreman

Ben Foreman

Ben Foreman has served as Vice President of The Private Trust Company (“PTC”) since joining the firm in 2014. PTC is a subsidiary of LPL Financial Holdings Inc. (NASDAQ: (PLA), which also owns LPL Financial LLC (“LPL”), the nation’s largest independent broker-dealer*. More than 30 years of financial services experience informs Ben’s guidance to LPL advisors and their clients who may want to use PTC to support goals like minimizing probate time and expense burdens, providing for more robust asset protection, making lifetime gifts to children (and sometimes to protect beloved children from themselves), arranging for tax-friendly generational and philanthropic gifting, and defining longer-term beneficiary designations in blended families.