o For those receiving funding from the Social Security Administration.
o For those receiving funds from the Veterans Administration (VA) and/or Railroad Retirement.
o Court-appointed administration of all of an individual’s financial assets except those administered by the Social Security Administration or Veterans Administration unless approved by the Social Security Administration or Veterans Administration.
o Court-appointed administration over an individual’s being. May include authority over residential, educational, medical, legal, vocational, financial, and/or long-term care facility placement.
o For those who want to separate the legal ownership of property from the beneficial enjoyment of that property, giving responsibility for managing and preserving trust property to a trustee who administers the funds according to whatever terms the trust establishes for distributions.
•Special Needs Trusts
o For those who want to leave money or property to a loved one with a disability in a manner that will not affect the loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits.
o For those interested in basic financial management and accounting services. Does not include tax preparation.