OUR SPECIAL NEEDS TRUST SERVICES
Legacy Enhancement offers quality, personalized help for individuals and families who need to establish and maintain special needs trusts and other assets. Our passion is for helping others, and we are committed to providing the level of service that results in an improved quality of life for persons with disabilities and special needs individuals.
The right special needs trust should preserve assets and provide for a stable future. Whether it is a pooled first-party special needs trust or a pooled third-party special needs trust, you can count on Legacy Enhancement to deliver. Legacy also offers minor’s trusts that have been approved in courts nationwide. We use the latest technology and intelligent, proven strategies to protect our clients’ assets and interests.
THE LEGACY ENHANCEMENT DIFFERENCE
If you are a person with a disability or care for someone with special needs there are many issues that can present frustrations and risks. Dealing with an inheritance, proceeds due from a structured settlement, or funds entitled to a loved one from a divorce can all present complications that need to be properly addressed by a knowledgeable professional. With our experience in this field, we can provide in-depth guidance based on your needs and goals.
Taking short-term objectives and long-term goals into perspective, Legacy Enhancement provides the complete range of services you need. We know there are many options available to you and navigating these can be challenging. We offer the professional trust management you can expect at a large financial institution with the personal support that allows you to focus on what’s important.
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Professionally managed and invested trustsOur staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
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Capable of handling trusts of all sizes
Your family member or client will be cared for, no matter the size of the trust.
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Ability to help maintain needs-based governmental assistanceWe've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
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Low trust establishment costs and maintenance feesSince we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.