You can obtain a broad range of personalized special needs trust services to meet the needs of your loved one on the autism spectrum. A trust is an excellent financial planning tool that includes the ongoing involvement of an advisor, offering access to a wide range of investment management opportunities, and administration by an experienced Trust Officer.

A trust is a legal agreement whereby one person, known as the trustee, holds legal title to specific property for the benefit of another person, known as the beneficiary. The trustee must function within rules specified in the trust itself. 

A living trust appoints a trustee to manage assets during the lifetime of the original settlor; this private arrangement allows for distribution of wealth even if the client becomes incapacitated or unable to act personally. Upon death, the trust controls how and when assets are used and distributed; this can be a substitute for appointment of a legal guardian or conservator to handle assets inherited by young children or others unable to act on their own behalf.

Clients are provided with specialized attention to help them achieve long-term financial goals. We offer a broad range of personal trust services, stability, innovation, and customized asset management to help meet the needs of clients.

When you entrust your trust assets to a professional trustee, the institution you select assumes responsibility for carrying out the personal wishes you have documented, the administration of your trust, and, in many cases, investment management of your assets. As these are important obligations, it is essential that you choose your trustee with care. You have every right to expect as much from your professional trustee as you do from other investment professionals.

Access to a personal representative with whom you have a long-term relationship is a weighty issue when selecting a trustee. Trust clients deserve to have a comfort level in the continuity of their relationship with their trust representatives.

Contact us today and learn more about our trust services.