Special Needs Trust Services

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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, it 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 budgets
  • Assisting with referrals for attorneys, caregivers, and others
  • Researching resources
  • Bill and tax payments
  • Purchasing vehicles and residential real estate
  • Preparing administrative trust accountings for use with the courts

Ways to fund a Special Needs Trust

Special Needs Trusts are typically funded by a gift, an inheritance, or a personal injury lawsuit settlement. Your specialist can help you determine which scenario applies to your situation.

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