Special Needs Trusts
What It Can Cover
A special needs trust can be used to support a variety of needs, including:
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Medical and dental expenses not covered by insurance
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Therapy, rehabilitation, and specialized care
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Education and vocational support
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Transportation and personal needs
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Recreational and quality-of-life expenses
Why It Matters
Without proper planning, assets left to a loved one with special needs may unintentionally affect their eligibility for certain benefits. A special needs trust provides a structured way to offer support while helping protect access to important resources.
How It Fits Into Your Plan
Special needs trusts are often part of a broader estate plan. We work alongside your attorney and advisors to ensure the trust is properly structured and coordinated with your overall goals.
Start the Conversation
If you are planning for a loved one with special needs, our team can help you understand your options and work alongside your advisors to develop a plan that provides long-term support and stability.
Not a deposit; not FDIC insured; not guaranteed by any federal government agency; not guaranteed by the bank; and may go down in value.