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Special Needs Trusts Administration

Special Needs Trusts are designed to provide benefits to and protect the assets of individuals with various disabilities. These trusts are designed in a way to allow the person to be qualified for and receive governmental health care benefits, including long-term nursing care.

There are many considerations while choosing a trustee to manage a special needs trust. We have experience handling the multitude of unusual issues specific to special needs trusts, and we are fluent in their complexities. We are knowledgeable and experienced about public benefits, and issues unique to beneficiaries with disabilities. Choosing a bank or a trust company to administer a special needs trust can be impersonal. At AD Fiduciary we are licensed and regulated by the state of California, have substantial previous experience, and carry a smaller caseload making us a far better alternative.


The information provided above is from the perspective of a professional fiduciary and is not intended to be construed as legal advice. If you have questions regarding your estate plan, you should consult with a qualified estate planning attorney.