Special needs Trusts

Caring for those with special needs is an expensive and lifelong proposition. By creating a special-needs trust, you can help provide supplemental support for a disabled person — while maintaining their eligibility for government assistance. ANB can provide professional management of your trust assets and help make sure that your loved one receives continuous financial protection. But we do more than that. ANB’s dedicated professionals will work closely with you and your family to help provide an optimal quality of life for the beneficiary. Your trust can provide invaluable funding for life-enhancing opportunities such as education, recreation, custom living arrangements and companionship.

Special Needs Trust Services include:

• Needs and resource assessment
• Coordination of care
• Tailored portfolio management
• Real estate and oil and gas management
• Custody services (safekeeping of assets)

Ongoing Trust Services include:

• Professional service coordination
• Comprehensive reporting
• Budgeting, bill-paying, tax review and insurance evaluation
• Coordination of tax preparation