Bring Your Special Needs Trust Goals to Life

Our services include modern pooled special needs trusts, both First and Third-party, and custom solutions for complex situations.

As a family, you can rely on Visible to implement your wishes for supporting your loved one with a disability. Our care navigation approach means families know who will care for their loved ones with the services they need now, and as needs evolve. Please inquire for a complete fee schedule.

As a professional corporate trustee, Visible National Trust relieves family members from the responsibilities and legal liability of serving as a personal trustee or trust protector. Trust assets do not interfere with benefit eligibility now or later. Families can transfer existing trusts to Visible and can establish new trust accounts at any time. Account information is at your fingertips, online, in monthly statements and by phone.

We’ve got the specifics covered:

• Trust documents, account setup, and Tax ID
• Planning, coordination and communication with you, the trust’s beneficiary, and other family, friends, and advisors
• Trust administration specific to State and Federal Requirements
• Safekeeping of assets at Huntington Bank
• Managing distributions and maintaining benefit eligibiliy
• Tax-smart asset allocation investment portfolios
• Account and Tax reporting