As consultants, we help guide clients to meaningful choices by making complex issues understandable in normal every-day terms. Because of our multi-company approach, we are able to offer creative solutions that match the specific needs of our clients instead of merely offering products.

Quality control is extremely important to us. Unlike many companies that purport to offer similar services, all of our services are provided in-house by our experienced staff without the use of outside contractors. Our services are grounded on the belief that everyone should have the chance to live securely and independently, and our services empower people to make choices that are meaningful to them and to their families.

 

The Center for Special Needs Trust Administration

The Center for Special Needs Trust Administration, Inc. is a 501(c)(3) non-profit corporation that administers Pooled Trusts and Special Needs Trusts. From the time of its founding on December 8, 2000, it quickly grew to become the largest Pooled Trust provider in the country and has been a clear industry leader ever since. With trust beneficiaries in every state and nearly two decades of experience, The Center for Special Needs Trust Administration, Inc. is firmly established as the go-to provider for cases ranging from the simple to the highly complex. In addition, many non-profits have entrusted their Pooled Trust programs to The Center for Special Needs Trust Administration, Inc. Likewise, many professionals have successfully turned to The Center for Special Needs Trust Administration, Inc. for truly one of a kind solutions to their unique specialty trust needs.

+ Special Needs Trusts

+ Pooled Trusts

+ Third-Party Trusts

+ Settlement Preservation Trusts

+ Specialty Services

+ Testimonials

 

The Center for Settlement Consultants

The Center for Settlement Consultants provides structured settlement advisory services for attorneys and their clients.  Instead of using arbitrary mathematical formulas, our comprehensive and holistic approach begins with an analysis that helps clients decide whether a structure or some alternative will best meet their needs.  For those clients who choose a structure, we go to work as an extension of the legal team to design a customized settlement plan that meets the client’s individual needs and circumstances. We are licensed and appointed with all of the financially strongest life companies in the world, which means that we can offer robust proposals once a client makes the decision to use a structure.

 

The Center for Fiduciary Services, Inc.

The Center for Fiduciary Services, Inc. provides specialized administrative and management services for fiduciaries such as financial institutions, attorneys, guardians, and individual trustees.  As a fiduciary, these individuals are held to the highest standard of loyalty and honesty.  However, not all fiduciaries are fully equipped to discharge this duty completely.  When this is the case, The Center for Fiduciary Services, Inc. can seamlessly provide the necessary back office support that a fiduciary needs.  Whether a fiduciary simply needs the expertise to comply with Medicaid and SSI or wants a private label program that provides robust and comprehensive services, The Center for Fiduciary Services, Inc. can meet any combination of needs across the entire spectrum of fiduciary services.