Visible National Trust is the first and only turnkey, goal-specific financial and wealth management solution designed for people with disabilities and their families. Visible National Trust is a complete, long-term solution including trustee services, distribution planning, asset management using ETF portfolios, tax reporting, and distributions and payments. Account information is continuously available via the Visible portal, and distribution requests can be submitted electronically. Fees are asset-based and below prevailing rates for comparable services.
Visible National Trust includes an incredibly talented team of firms and people. Collectively, the group manages trillions of dollars, is trustee and custodian to many thousands of individual and institutional trusts, and has an astonishing number of years of successful …
Visible National Trust places each disabled beneficiary’s investable funds, consistent with their circumstances, in one or more Exchange Traded Funds (ETF) Portfolios. The roles of these strategically allocated portfolios include Income and Liquidity, Accumulation, Long-Term Accumulation, and a portfolio solely …
How are the funds in a Visible National Trust separate trust account invested? Read More »
Visible National Trust charges a single integrated annual fee for trustee, banking, payments, and investment services. Each component of the fee is fully disclosed. There are no fees for account opening or closing, and there are no transaction fees. This …
Yes. As long as the existing trust provides for this.
No. We believe this practice is not consistent with beneficiaries’ best interests, and as such, the Visible National Trust Master Trust does not allow this.
The Social Security Administration (SSA) sets limits on eligibility for this type of trust. The SSA requires that beneficiaries of special needs trusts are unable to engage in “substantial gainful activity” permanently or for an extended period because of a …
Is every person with a disability able to use Visible National Trust? Read More »
The cost of living with a disability is higher than living without one, and disability benefits are available only to people who have exhausted other financial resources. As a result, it can be extremely difficult to put together a financial …
What is the financial impact of having a disability? Read More »
In the US, one in four people have a disability, according to the US Centers for Disease Control (CDC). Worldwide, there are more than 1 billion people with disabilities, according to the United Nations.
Visible National Trust is a national pooled special needs trust specifically designed to provide financial security for people with disabilities and their families. With Visible National Trust, individuals with permanent disabilities and their families establish a separate trust account of …
Visible National Trust is the first national, universally accessible disability financial planning and wealth management solution for special needs families. Visible safeguards and administers funds that are set aside to care for people with disabilities while ensuring lifetime access to …
