Volatility and disruption don’t change core priorities, but they do trigger a desire to act. Here’s a clear, lasting solution you can implement for your clients right now.
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Special Needs Trusts
The $105 trillion generational asset transfer and the needs of 23 million Americans with disabilities create a $6 trillion opportunity for wealth advisors. Incorporating special needs trust services into estate planning helps retain assets and strengthens intergenerational family connections. Visible National Trust offers tailored solutions and training for advisors and firms to implement these services.
The $6 Trillion Special Needs Trust Opportunity for Wealth Advisors Read More »
Practice Management
This post discusses the importance of special needs trusts (SNTs) in disability estate planning, emphasizing their role in protecting assets and maintaining eligibility for benefits for individuals with disabilities. With many Americans affected, SNTs offer tailored solutions, and the evolving landscape promises better support through individual and institutional models.
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Resource HubSpecial needs trusts offer essential benefits for families caring for loved ones with disabilities. They protect assets, ensuring eligibility for crucial government benefits, effectively manage costs, and strengthen family relationships by alleviating emotional burdens. Additionally, planned financial gifts to these trusts prevent unintended consequences, safeguarding benefits and reducing tax implications.
Top Five Benefits of Establishing a Special Needs Trust in 2025 Read More »
Special Needs Trusts
Episode 14 of the Be Your Money Hero Podcast features Lisa Cohen, CEO of Visible National Trust, discussing special needs estate planning. She offers valuable insights into special needs trusts, their significance, processes, and common misconceptions. This episode serves as an essential guide for families caring for loved ones with disabilities, ensuring financial security.
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Resource Hub
Visible National Trust is a leading provider of financial solutions for families with special needs, offering a comprehensive approach to managing personal injury settlements. In this case study, we explore
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Practice Management
The Situation: Meet Alex, a devoted younger sibling who shouldered the responsibility of managing their sibling’s Special Needs Trust. Alex is overwhelmed and burned out by the complexities, time commitment,
CASE STUDY Sibling Trustees Read More »
Practice Management
Wealth advisors serving families with substantial assets face unique challenges when crafting an estate plan that includes lifetime support for a disabled adult (or young) child. Traditional estate planning strategies
CASE STUDY Estate Planning Read More »
Practice ManagementWe are delighted to see this story by John Kador for Wealthmanagement.com sharing how pooled special needs trusts help Wealth Advisors meet the estate planning needs of families caring for
Institutional (Pooled) Special Needs Trusts in the News Read More »
Special Needs TrustsBOSTON, Feb. 15, 2024 – Visible National Trust, the first and only national special needs trust platform run by independent national and global financial institutions and financial professionals, says that
Visible National Trust Calls for Flight to Quality in Special Needs Trusts Read More »
Special Needs Trusts