> Trusts and Special Needs

Often an older person finds it advantageous to set up a trust to better manage his or her estate during their lifetime and beyond. However, many banks and trust companies no longer want to handle trust funds from estates that are less than a million dollars. Drysdale & Associates, Inc. is perfectly positioned to handle these smaller trusts. We work with your other trusted professionals; your attorney, accountant, and financial planner; to manage your trust funds as you would yourself.

A Special Needs Trust is a special trust that is set up for the benefit of an older or disabled individual. These trusts allow the individual to qualify for Medicaid. The trust funds can then be used to enhance the quality of life for those with disabilities. A special needs trust is often set up to meet the long term needs of a child with disabilities.

Because we have a background in both money management and medical care, Drysdale and Associates, Inc. is an obvious choice for a trustee for your loved one’s special needs trust.