Special Needs Trust
Welcome to our Special Needs Trust Services! For vital information on protecting the financial future of loved ones with disabilities. Learn about the benefits and management of special needs trusts to ensure support while maintaining eligibility for key benefits.
Trust Setup & Design
Reviewing and ensuring that the Special Needs Trust drafted by your attorney meets the individual’s specific needs and complies with all relevant laws and regulations.
Disbursements
We handle discretionary distributions for the benefit of the individual, including paying for medical expenses, education, therapy, and quality-of-life improvements, all while staying within regulatory guidelines.
Asset Management
We oversee the trust’s investments, ensuring funds are managed responsibly and enhance the beneficiary’s well-being, without impacting their benefits.
Advocacy & Coordination
We collaborate with healthcare providers, social workers, and legal professionals to ensure the beneficiary’s health, safety, and financial well-being are managed appropriately.
Get in Touch
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