Special Needs Trust

Making sure you have the money to cover medical and living expenses not just now, but down the road.

Receiving a settlement is a huge relief, but navigating these new financial concepts can be a burden of its own.

You probably have a million questions. You may wonder whether you can still qualify for Medicaid (you can! - if you otherwise meet the enrollment criteria for Medicaid benefits) or whether hospitals and clinics will start over-charging you since they know you can pay it.

You may wonder whether your settlement will cover your medical costs for the rest of your life, and what will happen when it runs out. Our goal is to take that weight off your shoulders.

With proper budgeting, investing and advanced planning, we strive to ensure your settlement takes care of you for the remainder of your life, whenever possible.

​As your Professional Trustee, we provide expertise and assistance that replaces your worry with the confidence to live the life you want. ​

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​Family Or Testamentary Trusts

Helping you feel confident in making sure your family is provided for, no matter what happens.

Are you worried about what will happen to your wealth after you’re gone? Do you want to make sure your loved ones aren’t left struggling to divide your estate?

We’ve seen the outcome when there’s no will, and families are left to arrange affairs in the face of an unexpected loss. The added stress of trying to negotiate delicate financial matters in the middle of grief is nobody’s goal. That’s why we recommend planning ahead—to make sure you protect the ones who matter most to you.

​We manage family trusts (which can be set up during your lifetime) and testamentary trusts (which include your wealth, life insurance policies or other assets included in your will) to ensure that your spouse, your children, and other relatives are protected.

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​Whatever challenges you’re facing, we’re here to support you.

Aside from our core services, we also have an extensive network of experts and consultants to assist you with issues such as:

• Finding the right care providers
  
• Buying or selling a home
  
• Finding the right accessible van for a wheelchair
  
• Preparing your taxes
  
• And much more…   
  

Confused by the industry terms, or just need more answers?

It is natural to have a lot of questions and it’s smart to inform yourself before getting started. Our FAQ page covers common trustee questions, or you can contact us at any time for answers to more specific issues.

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