Special Needs Trust

In helping our clients meet their financial goals, we frequently advise them regarding establishing, transferring assets to, and administering trusts for beneficiaries with special needs.  The primary objective of Special Needs Trusts is to supplement, but not supplant, any government or non-government benefits available to those beneficiaries with special needs.

For more information contact:

• Leigh Anne Kasias
• Edgar S. (Pat) Levy