Good If You...

  • Need to Address the Specific Needs of a Disabled or Minor Person in Your Care
  • Would Like to Guarantee Your Assets Will Be Used For the Care of a Beneficiary
  • Want to Dispose Assets to an Heir While Maintaining Their Eligibility for Government Benefits1


  • Established During Your Lifetime or Upon Your Death
  • Customized Options for Nearly Any Need, Including Special Needs, Guardianship and Conservatorship Arrangements
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FREE Consultation

Call Wealth Management & Trust Services at 731.287.4239


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1 Consult a qualified tax professional for details.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit