Why Administration Quality Matters
• Protects Medicaid & SSI eligibility
• Supports fiduciary duty and trustee compliance
• Ensures proper documentation for banks, attorneys, and courts
• Reduces institutional and legal risk
• Aligns distributions with trust purpose and grantor intent
A Third‑Party Supplemental Needs Trust is funded by someone other than the beneficiary and is designed to enhance quality of life without jeopardizing Medicaid or SSI eligibility. Proper administration ensures trust assets are not treated as the beneficiary’s own resources.
For Banks & Trust Departments
- Beneficiary intake, needs assessment, and distribution review
- Documentation aligned with internal compliance and audit standards
- Annual accounting support with clear narratives
- Policy alignment and workflow integration
For Attorneys & Law Firms
- Ongoing administration for your drafted SNTs
- Settlement‑related administration for PI, malpractice, and guardianship cases
- White‑labeled communication and reporting
- Benefit‑aware distribution analysis
For Courts
- Court‑ready accountings with clear transaction histories
- Administration aligned with judicial expectations
- Remediation of prior administration issues
- Transparent, defensible documentation