Some public benefits are granted based upon a clients disability status, income and/or financial resources.
A disabled client who receives money or property from a settlement, judgement, gift or inheritance may risk losing necessary public benefits
- Who We Serve
- Trust Services
- Directed Trusts
- Delegated Trusts
- Self-Settled Trusts (a.k.a. Spendthrift Trusts)
- Asset Protection Trusts
- Irrevocable Life Insurance Trusts
- Dynasty Trusts
- Charitable Trusts
- Alaska Community Property Trusts
- Incomplete Gift Non-Grantor Trusts
- Grantor-Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- Intentionally Defective Grantor Trusts
- Qualified Personal Residence Trusts
- Generation-Skipping Trusts
- Special Needs Trusts
- LLC Administration for Private Placement Life Insurance
- Self-Directed IRA & IRA Services
- Custodial Services for Individual Trustees
- High-Balance Insured Cash Deposit Solutions
- Process
- JURISDICTIONS
- EXPERTISE
- Careers