Wealth Management

SPECIAL NEEDS TRUST

Your Benefits

It can be quite challenging to make sure all of the distinct needs of a disabled loved one are being met. It can be even more complicated trying to make sure their requirements will be met in the future. A Special Needs Trust allows you to plan for the care and support of a disabled loved one without disqualifying them from their governmental benefits.

Your Options

Since the careful and specialized planning for a disabled loved one can be a difficult task, you may choose to establish a Special Needs Trust to benefit the loved one at the present time or you may choose to establish the trust now to benefit the loved one at a later time.

Our Services

First Bankers Trust Services can serve as the Trustee of the Special Needs Trust. The Trustee must know the laws governing these unique trusts. You can rest assured knowing that our trained staff can properly administer to the needs of your disabled loved one.


 

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