Special Needs Trusts

A Special Needs Trust is a trust that is established to benefit an individual who has a disability without affecting his or her entitlement to receive certain governmental benefits such as Supplemental Security Income (SSI), Medicaid, vocational rehabilitation, subsidized housing, and other benefits.

Special Needs Trustee Services:

  • Provision of professional corporate trusteeship/co-trusteeship
  • Facilitation of discretionary distributions in accordance with the terms of the trust agreement and needs of the beneficiaries
  • Partnering with family, care providers and case workers
  • Filing Trust’s Federal and State taxes

Funds are not FDIC insured, may lose value, and carry no Bank guarantee.