Plan with Purpose: Special Needs Trust Administration

Special Needs Trust (SNT)

Protecting the long-term financial security of a loved one with disabilities requires careful planning. 

An SNT allows you to provide resources without disqualifying the beneficiary from vital public benefits like SSI or Medi-Cal. We guide families through the process of establishing and administering SNTs with clarity and compassion.

We offer:

• Trustee services for First-Party and Third-Party SNTs
• Collaboration with estate planning attorneys
• Ongoing trust administration and accounting

We focus on the ongoing management of both first-party and third-party special needs trusts, ensuring assets are handled responsibly while preserving public benefit eligibility.