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Special Needs Trust

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Protect Your Loved Ones with A Special Needs Trust

When setting up a trust, a trusted individual or corporation must be selected to function as the trustee. This family member, friend or corporation will be given complete control of the property and assets contained within the established special needs trust. It is imperative the trustee understands the importance of their role and applicable government benefit guidelines as he or she is in charge of spending the money within the trust on your loved one’s behalf. The trustee role is no longer required a) once the funds in the trust have been depleted or b) at the time of the beneficiary’s death.

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Revocable Trust   Irrevocable Trust   Special Needs Trust   Charitable Trust

A Revocable Trust is a three-party, legal document designed to ensure property and assets are held in a secure trust for its intended beneficiaries. The beneficiaries may receive the property and assets at any time during the grantor’s life or after death.
 
An Irrevocable Trust is a permanent, legal document designed to ensure property and assets are held in a secure trust for its intended beneficiaries. Just as the name implies, this type of trust cannot be revoked, modified, or altered once it is established.
 
When setting up a trust, a trusted individual or corporation must be selected to function as the trustee. This family member, friend or corporation will be given complete control of the property and assets contained within the established special needs trust.
 
Giving can help make the world a better place for ourselves, our children and future generations. The importance of charitable trusts are felt by those in need – whether that be during your lifetime or later.

 

 

 

 

 

 

 

 

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Missouri/Illinois
Other Registered States

Gene Todd
800-452-1414
Contact Gene 
Existing Account Support
Michelle Stevson
800-452-1414
Contact Michelle