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We can act as administrator of Special Needs Trusts.

A disabled individual often needs to protect their current or future public benefits. In fact, assets over a certain limit can actually disqualify their benefits. The solution? Establishing a special needs or supplemental needs trust. It provides a safe harbor for the disabled individual’s assets. That way, assets aren’t counted when determining eligibility for public benefit programs.

Assets in special needs trusts can be used to pay for needs that government programs don’t cover and help improve your loved one’s quality of life. The trust can make funds available for special therapies, procedures and equipment, as well as for education, training and other items to make your loved one’s life more comfortable.

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First-party Special Needs Trusts

  • May be established with a disabled individual’s own assets (typically proceeds from a lawsuit)
  • Sometimes referred to as ‘self-settled’ special needs trusts

 

Third-party Special Needs Trusts

  • Created and funded with assets of a person other than the disabled individual
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Our Services

As administrator, Midland Wealth Management provides:

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Protection, security and comfort through careful review of your loved one’s needs in relation to government benefits

 

 

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Availability when and where you need us, guiding you through important considerations

 

 

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One-on-one service from an assigned, dedicated trust administrator

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Access to key services and reduced costs, so their money works harder and goes further

 

 

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Coordination with your loved one’s caregiver, making sure they get what they need—when they need it

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We are your neighbors. Living, working and contributing in the same communities. It is the very foundation of our client philosophy. 

We are independent, credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust and comprehensive wealth management strategies to serve our clients.

 

Our strategy starts with you. We believe that it is essential to take the time to understand each person and every goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

Contact us today to discuss your financial needs.

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