Special Needs Trust
Financial planning for your loved ones.
As we begin to plan for your loved one’s future, we must consider how an inheritance will affect their needs-based government benefits such as Supplemental Security Income (SSI) and Medicaid. Many parents, and family members, choose to establish a Special Needs Trust because they provide an opportunity for children and adults to access their inheritance while maintaining needs-based government benefit eligibility. A key component to maintaining these benefits is proper Trust administration. This is where we come in.
At Good Shepherd Fund, we manage Special Needs Trust to ensure needs-based government benefit eligibility remains intact while enhancing your loved one’s quality of life. So, whether you’re looking for us to professionally administer your loved ones’ Special Needs Trust or looking for us to step in as Successor Trustee when you are no longer able to serve, we are here to help.
Special Needs Trust
Financial planning for your loved ones.
As we begin to plan for your loved one’s future, we must consider how an inheritance will affect their needs-based government benefits such as Supplemental Security Income (SSI) and Medicaid. Many parents, and family members, choose to establish a Special Needs Trust because they provide an opportunity for children and adults to access their inheritance while maintaining needs-based government benefit eligibility. A key component to maintaining these benefits is proper Trust administration. This is where we come in.
At Good Shepherd Fund, we manage Special Needs Trust to ensure needs-based government benefit eligibility remains intact while enhancing your loved one’s quality of life. So, whether you’re looking for us to professionally administer your loved ones’ Special Needs Trust or looking for us to step in as Successor Trustee when you are no longer able to serve, we are here to help.
We understand your needs:
Safeguard Benefits
A Special Needs Trust managed by Good Shepherd Fund means the Trust pays for SSI and Medicaid approved expenses, ensuring beneficiaries maintain their government benefits. This approach to trust administration, safeguards eligibility while improving overall quality of life.
Beneficiary Services
Whatever you need, we are here for you. We are waiting for your call with open arms and open ears —because at Good Shepherd Fund, you are part of our family. Beneficiaries and their loved ones can count on us to be there to advise, coach, and support them when needed.
Utilizing Funds
We make it easy to access funds. From small to medium payouts, for bills and shopping, to large payouts, for cars and houses, beneficiaries have the option to either use their True Link VISA card for purchases on the go or submit requests as they come up.
You may also be interested in:
Successor Trustee
As Successor Trustee, we administer funds according to the original trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy based on the trust balance, beneficiary age, and life expectancy. Selecting us to serve as successor trustee ensures long-term support for beneficiaries while protecting funds from wasteful spending.
Trust Administration
We help you provide for your family members through a Trust, so government benefit eligibility remains intact. Assets are protected and spending is monitored through our professional trust administration. We can also, stand-in as Successor Trustee when a trust has already been established.
Guardianship
Conservator of the Person
We protect the personal interest of your family members who are aging or have special needs including oversight of their caregivers, medical providers, and those handling their financial responsibilities.
This service is available on a temporary or long-term basis.
Successor Trustee
As Successor Trustee, we administer funds according to the original trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy based on the trust balance, beneficiary age, and life expectancy. Selecting us to serve as successor trustee ensures long-term support for beneficiaries while protecting funds from wasteful spending.
Trust Administration
We help you provide for your family members through a Trust, so government benefit eligibility remains intact. Assets are protected and spending is monitored through our professional trust administration. We can also, stand-in as Successor Trustee when a trust has already been established.
Guardianship
Conservator of the Person
We protect the personal interest of your family members who are aging or have special needs including oversight of their caregivers, medical providers, and those handling their financial responsibilities.
This service is available on a temporary or long-term basis.
SCHEDULE A FREE 90-MIN CONSULTATION TODAY!
Learn more about our services and receive updates from The Good Shepherd Fund.
Learn more about our services and receive updates from The Good Shepherd Fund.
Schedule a FREE 90-min consultation today.
Learn more about our service and get updates from Good Shepherd Fund