Individual Special Needs Trusts Proudly Serving Persons with Disabilities for Over 30 Years

Florida Special Needs Trust Planning & Management

Expert Trust Services for Florida Families

Individual special needs trusts are an important focus of FND Trust Services, as they can provide an ideal way of preserving assets and protecting eligibility for public benefits. We can help you understand your options and how individual special needs trusts work so you can make an informed decision on this crucial matter. Our knowledgeable, responsive team proudly serves beneficiaries, their representatives, and their families in Florida and throughout the U.S.

FND Trust Services can provide comprehensive planning and administration for your individual special needs trust. Call (727) 291-8046 to get started.

Understanding Individual Special Needs Trusts

Did you know that a person with a disability may be rendered ineligible for Medicaid, Supplemental Security Income (SSI), or other public benefits if they receive an inheritance or simply accumulates too much money in their account? Any amount over $2,000 in assets will negatively affect benefit eligibility. An individual special needs trust offers a way to protect the assets of a person with a disability while preserving their ability to receive public benefits. Funds can be distributed, as needed, to pay for extra care beyond what the government provides.

An individual special needs trust may offer a way to pay for:

  • Personal care attendants
  • Home furnishings or modifications
  • Out-of-pocket medical or dental care
  • Education
  • Recreation and vacations
  • Transportation
  • Rehabilitation
  • Many other ways of improving the quality of life for a person with a disability

FND Trust Services can administer first-party special needs trusts to protect the assets of a person with a disability, or third-party special needs trusts established by family members to give or leave assets to a person with a disability. Available in Florida and throughout the U.S., our special needs trust services are personalized, efficient, and transparent.

Call (727) 291-8046 or contact us online today to discuss your special need trust needs and how we can help.

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Our Clients Are Our First Priority

Read Their Stories
    "FND has been there for us during some of the best and most challenging times of our disability journey."
    I couldn’t be happier with the relationships we have at FND!
    L.M.
    "A wealth of information!"
    A wealth of information!
    Dee
    "It has made our situation less stressful under the circumstances."
    They take care of everything, leaving us more time to take care of my Mother who resides in a nursing home.
    B.M.
    "They are always there when we call or email and have such quick responses to our requests."
    I know they have our child's best interest at heart and we couldn't be more pleased with having someone we know we can trust guiding us along.
    T.R.
    "At Family Network the client comes first, which is why I am proud to be a part of an organization that puts my child needs first in every way that's important to me."
    Family Network is a team-oriented workplace that takes pride in serving its clients
    S. K.
    "FND has always been there for us, and we have always been able to count on them."
    I can’t thank her enough for her kindness, her genuineness, her promptness and professionalism.
    P.A.
    "I am so lucky that during one of the hardest times for my family and I they have made things the least stressful as possible to make sure my son has all his needs met."
    My family and I have been working with FND for almost 3 years now and the experience has been nothing but amazing.
    M.O.
    "The associate that I deal with is always on top of things, which makes life so much easier."
    I’d definitely recommend FND to family and friends. You guys are awesome. Thank you FND.
    F.F.

Contact FND Trust Services Today!

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Why FND Trust Services?

Florida Trust Services You Can Count On
  • Quick Response
    Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.
  • Service
    We provide a “no mess, no fuss” solution to special needs trust administration for our beneficiaries and the professionals who serve them.
  • Transparency
    We offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.
  • Stability
    FND has been in existence for over 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who serve them.
  • Accountability
    Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.
  • Independent Financial Management
    We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s-length relationship.