When searching for a Trustee to administer a Special Needs Trust (SNT), there are many options and nuances to consider. Some prefer a trusted friend or family member serve in this role. Others might feel a licensed Professional Fiduciary is more preferable. Another option is to name a Corporate trustee. There are pros and cons […]
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Entries by Shepherd1
A Special Needs Trust (SNT) is a financial product. A specialized trust fund. Think of it as a magic basket for your valuables. This basket has special properties that allow the beneficiary – the person for whom this basket was created – to remain eligible for government benefits (like SSI and Medicaid) even though he/she […]
The Fund acts as trustee of special needs trusts, including “d(4)(C)” special needs trusts, for individuals with developmental disabilities and other related disabilities for beneficiaries living in the Western United States. The Fund also acts as court-appointed conservator or guardian for the individuals with developmental disabilities in Colorado, California, and Oregon. The Fund assists families […]
Because you care……about people with developmental disabilities and because you care about the Special Needs Trust and Guardianship ministry of The Good Shepherd Fund, you may be interested in learning more about creating a gift to assist this outreach. Maybe you want to know more about realizing life income from your gift while securing the […]
It does take extra care and planning and consultations with one’s attorney to adequately provide for a child with disabilities. An inheritance left directly to the child may disqualify her/him from a host of means-tested government programs. The alternative is a special needs trust which provides income for the ”extras” of life – travel, therapy, […]
The Good Shepherd Fund has focused, from its beginning, on service to individuals with developmental disabilities and their families. The Fund was founded as a non-profit organization in 1970. From inception, the Fund has focused on services to individuals with developmental disabilities. In the early 1980’s the Fund began to act as trustee of special […]
Good Shepherd Fund
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San Jose, CA 95112
The Good Shepherd Way
The Good Shepherd Fund has been helping families for over 40 years. We manage trusts and estates, we are conservators and guardians, and we seek to make decisions on behalf of your loved one the way you would. It’s what we do. Your trust is our passion.