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Special Needs Trusts

The essential purpose of a special needs trust is usually to improve the quality of an individual’s life without disqualifying him or her from eligibility to receive public benefits. Obviously, one of the central duties of the trustee of a special needs trust is to understand what public benefits programs might be available to the beneficiary and how receipt of income, or provision of food or shelter, might affect eligibility.

As trustee we manage the assets to preserve the assets, and provide the best growth possible. Our professionals will insure that payments made from the trust for the special needs individual do not conflict with current laws and statutes, and will not jeopardize any government benefits or replicate payments from any programs.

Your loved one will be cared for in the manner you would want for as long as the trust allows. That is our commitment.

Enjoy Life… Leave the details to us!

Call (262) 522-7400 to talk with a Prairie Financial Group Representative today!

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Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit