Special Needs Financial Planning | How We Serve Trustees
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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How We Serve Trustees

How We Serve Trustees

I’ve been named trustee of a special needs trust, now what do I do?

Trustees

We help trustees meet their fiduciary responsibility by providing independent, objective advice in managing the assets to meet the needs of the beneficiary.  We understand the different types of trusts and have created a Fiduciary Investment process, using Accredited Investment Fiduciary® standards. Our unbundled service offering allows us to work with independent trustees, family members, friends and professional trustees to help them best serve their beneficiary with special needs.

Money in a trust can give you a great life.

The regular meetings we have with trustees enable us to know the beneficiary needs on a personalized basis, and thereby provide the documentation a trustee may need to demonstrate that he or she is fulfilling their fiduciary responsibilities. A trustee may have to make some difficult decisions; having the support of an professional who looks at each situation on an individual basis and not just an account number can be very meaningful.

Summary of Services for Trustees

Guidance for fiduciaries in managing distributions

Attendance at team meetings with service providers, guardians and trustees

Focus on preservation of eligibility for government  benefits

Supplemental needs assessment

Residential assessment

Investment Management

Team to Carry On ™ Referral services

Special Needs Financial Planning, Affinia Financial Group and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding  your specific situation.