Assured Trust Company
  • Home
  • Who We Are
  • What We Do
  • Why It Matters
  • Our Clients
  • News
  • Contact Us
Select Page

Understanding the Common Types of Trusts

by The Academy of Special Needs Planners | May 17, 2022 | News

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to property for another person, called a “beneficiary.” Trusts fall into two basic categories:...

How Gifts Can Affect Medicaid Eligibility

by The Academy of Special Needs Planners | May 17, 2022 | News

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.  This comes up often by...

Tips on Creating an Estate Plan that Benefits a Child with Special Needs

by The Academy of Special Needs Planners | May 12, 2022 | News

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is necessary to benefit the child with a disability,...

Is Your Child Eligible for Childhood Disabled Beneficiary Benefits?

by The Academy of Special Needs Planners | May 5, 2022 | News

Understanding what benefits might be available to your child or loved one with special needs can be confusing. Different benefits apply in different circumstances, and sometimes different benefit programs can work together to help meet the needs of an individual....

Three Warning Signs That You May Need a Professional Trustee

by The Academy of Special Needs Planners | Apr 28, 2022 | News

Sometimes a parent or relative of a person with special needs will establish a special needs trust for their family member and decide to serve as the sole trustee of the trust. In other cases, a parent won’t want to serve as trustee, but will ask a close friend...
« Older Entries

Recent Posts

  • Understanding the Common Types of Trusts
  • How Gifts Can Affect Medicaid Eligibility
  • Tips on Creating an Estate Plan that Benefits a Child with Special Needs
  • Is Your Child Eligible for Childhood Disabled Beneficiary Benefits?
  • Three Warning Signs That You May Need a Professional Trustee

Recent Comments

    Overland Park Office (Our Main Office)

    8717 West 110th Street
    Suite 420
    Overland Park, KS 66210
    Corporate Woods, Bldg. 14
    • Follow
    • Follow
    • Follow
    • Follow

    Privacy Policy

    Designed and Hosted by buzzfish media