Special Needs Trust

We provide our clients with peace of mind when it comes to managing the special needs of a loved one.

Many people face the challenge of supporting a disabled or handicapped child or relative.  One of the greatest areas of concern is how to fund the lifetime needs of that person after the parents are deceased.  A direct inheritance may cause problems with obtaining governmental benefits for the disabled person.

Parents are living longer and often depend on their children to take care of them.  A Special Needs Trust or bill paying account can help alleviate the financial burden as well as the emotional burden.

Whether a family member creates the trust or it is court ordered, we can help you manage the challenge of supporting a disabled or handicapped relative.

If you are interested in further information about any of our services or how we can assist you, please call us today.

Services:

  •    Created by family
  •    Court Ordered
  •    Supplemental Care

Not FDIC Insured, May Lose Value, No Bank Guarantee