Caring for a loved one with a disability
Would you like to help ensure financial security for a loved one living with a disability? Our specialists, working in collaboration with your legal advisors, can help you create a Special Needs Trust. Offering both immediate and long-term support, a Special Needs Trust can:
- Help meet ongoing cash-flow needs
- Preserve eligibility for means-tested state and federal benefits
- Provide financial support for a wide range of quality-of-life purchases, activities, and services
Our personal commitment
You and your loved one can expect to have an ongoing one-on-one relationship with a specialist, backed by your professional trust team. Beyond managing trust and investment assets, we can provide custom services, such as:
- Developing spending plans
- Assisting with referrals for attorneys and other professionals
- Bill and tax payments
- Facilitating the purchase of vehicles and residential real estate
- Preparing administrative trust accountings for use with the courts, when required
Ways to fund a Special Needs Trust
Special Needs Trusts are typically funded by a gift, an inheritance, life insurance, or a personal injury lawsuit settlement. Your specialist can help you determine which scenario applies to your situation.
