What Alabama Family Trust Can Do For Your Clients
Alabama Family Trust sets up special needs trusts for children and adults with special needs in addition to senior citizens in nursing home care. This protects their assets so they can qualify for programs to pay for their life-long needs and long-term care. If you have a client with a special needs family member or senior in a nursing home, enhance your client relationship by referring them to Alabama Family Trust. They will thank you for helping them pay for care without draining their resources! We serve the entire state of Alabama and beyond!
Once your client's assets are in trust, they can be used to pay for things that will improve their quality of life such as medical, dental care, and vision expenses not paid by benefits. They can also be used to pay for a wide variety of things ranging from clothing to furniture to the difference on a private room in a nursing home.
Download our brochure for more information about how Alabama Family Trust can help you protect your clients! You can also visit our website at www.alabamafamilytrust.com.
Send our brochure to your clients, and when they see the benefits of a special needs, trust they will thank you AND refer their friends for your services! In our brochure, you will discover:
- Information for parents
- Steps for setting up a trust
- Information about how trusts are managed and invested
- Types of Disbursements
- Information on taxes
- Cost to set up a trust
- A list of covered items
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AFT Executive Director Shares Expertise in Connections Magazine
Alabama Family Trust Executive Director Melanie Bradford has been published in the September-October 2016 issue of ASCPA's Connections Magazine, the publication for Alabama CPAs. In the article “Helping Clients With Disabled Children,” Bradford instructs accountants on how to help clients with a family member with special needs as they prepare tax returns, including protection measures, estate plan review, long-term care insurance, setting up a special needs trust and more.
Click to read more
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Will a special needs trust cause my loved one to lose government support?
Will a special needs trust put government support at risk? NO! Special needs trusts are specifically set up to supplement – not replace – basic government support for the individual’s needs. AFT administers the trust funds in accordance with Social Security and Medicaid regulations so the beneficiary does not lose any government benefits due to the trust fund.
Read more in our brochure
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We're on the Cover of Birmingham Parent Magazine!
Alabama Family Trust is thrilled to announce that we are on the cover of the September issue of Birmingham Parent magazine! Our feature story focuses on planning for the future of your special needs child by setting up a special needs trust for them. We are so excited about this honor, and we hope you will enjoy reading our feature - and the entire issue!
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