Your loved one will receive unmatched fiduciary trustee services through our network of professionals. We seamlessly collaborate with carefully vetted trustee service professionals to provide you with a comprehensive trustee service and investment management solutions.
Carefully structured trusts can help protect wealth while maintaining eligibility for Medicaid, Social Security Income and other public benefits.
Wealth stored in certain trusts can generate cash flows to enrich special needs family members without jeopardizing public funding.
Supplemental Needs Trusts are often used to receive personal injury litigation proceeds on behalf of an individual with a disability, in order to allow the person to qualify for Medicaid benefits despite their receipt of the settlement.
Special Needs - Self Funded Trust
Coordination of service providers
Supplemental Needs Trust - Third Party Funded Trust