Individual Special Needs Trusts

What we Provide

Our goal is to make sure that our beneficiaries have access to funds that they need

Comprehensive Trustee Services

Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible. We place a premium on making sure that our beneficiaries have the highest quality of life possible. We have designed our system to be as easy to use as possible for persons with disabilities, their families, and those who work with them. Our fees are reasonable and highly competitive.

We structure all of our services to provide as much transparency as possible.

Transparency

Especially during these times, transparency is vital and is our watchword. We structure all of our services to provide as much transparency as possible. We offer beneficiaries and their representatives instant access to balance and account information upon request. We also provide monthly statements and annual accountings.

Coordination of money management and custodial functions

Coordination of money management and custodial functions

We can provide a single point of contact for beneficiaries and their representatives so that they aren’t left running in a number of directions when attempting to get information.

Our goal is to provide a “no mess, no fuss” solution to special needs trust administration to our beneficiaries and the professionals that serve them.

Service

Our goal is to provide a “no mess, no fuss” solution to special needs trust administration to our beneficiaries and the professionals that serve them. We have designed our systems to provide the quickest service possible. Our staff is only a phone call away for personal service by real persons.

FND has been in existence for 25 years.

Stability

FND has been in existence for 25 years. Our Special Needs Trust Administration program is just one of our many programs, including Federal and state grants for persons with disabilities, their families, and those that serve them. After the planning or litigation is done, we stay involved with families, and those who serve them in many different ways, helping them understand their rights and giving them information, training, and support to navigate the system.

Trust and Accountability

Accountability

Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations, including the trust administration services. Beneficiaries and those that work with them benefit from this added level of accountability.

Pre-Settlement Consultation and Planning

Pre-Settlement Consultation and Planning

We are available to consult with attorneys and professionals prior to the settlement of litigation. Coming from our perspective as members of the disability community, we know that persons with disabilities and their families often face hurdles that last for a lifetime. It is important to start meeting and planning for these challenges as early as possible. We focus on the preparation of a comprehensive plan for life, not just a package of investments.

Independent Financial Management

Independent Financial Management

We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s length relationship, thus ensuring a separation of trust administration and finance management and reducing conflicts of interest.

For Professionals

We’re Your Trusted Partner

We’re Your Trusted Partner

Advising people on how to best navigate the legal labyrinth as they age is not easy. As an Elder Law Attorney, keeping up to date on the latest developments and crafting new strategies to meet the needs of your clients can be complicated and time consuming. You need dependable organizations on which you can rely to help serve your client’s needs. That’s where Family Network on Disabilities (FND) comes in.

We’ll Stand By You

We’ll Stand By You

FND has been around for over 25 years. We have a number of programs including our special needs trust administration program, to serve people with disabilities of all ages. We weren’t just created to serve as a vehicle to administer special needs trusts. We come from, and we serve the disability community in many different ways.

We Won’t Disappear

We Won’t Disappear

We’re stable and dependable. We place a premium on transparency and accountability. We have an annual independent audit of all of our operations to ensure that we operate with the integrity that you and your clients demand and deserve. Whether your client joins our pooled trust or whether we serve as trustee for their (D)(4)(a) trust, you and your client will always have access to their account information and balances.