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Trust Administration for the Catastrophically Injured
We specialize exclusively in trusts for injury victims and their families. Every service we offer is designed around one goal: protecting your settlement and your benefits for life.
Talk Through Your Options
Full Administration
Settlement Protection Trusts
A comprehensive trust administration service for personal injury settlements of all types. We serve as professional trustee, manage all distributions, coordinate with your financial advisor, and provide complete transparency through our client portal.
What's Included
- Professional trustee services
- Distribution committee meets weekly at a minimum, fastest in the industry
- Financial advisor coordination
- Real-time client portal access
Benefits Protection
Special Needs Trusts
A Special Needs Trust allows a person with a disability to receive settlement funds without losing eligibility for SSI, Medicaid, and other government benefits. We administer first-party (d)(4)(A) trusts established with your own settlement proceeds.
What's Included
- SSI and Medicaid eligibility preservation
- Government benefit compliance monitoring
- Qualified disability expense management
- Annual beneficiary reporting
Independent Oversight
Trust Protector Services
If you already have a trust administered by another company and something doesn't feel right, fees you don't understand, distributions denied without explanation, no transparency, we serve as your Trust Protector. We provide independent oversight to make sure your trustee is acting in your best interest, not theirs.
What's Included
- Independent trustee oversight
- Trustee conduct review and reporting
- Distribution decision review
- Right to remove and replace trustee
- Client advocacy with no conflict of interest
Most Common
Personal Injury Settlement Trusts
For individuals who have settled a personal injury claim, car accidents, truck accidents, Uber/Lyft, slip and fall, and more. We administer your trust, process distribution requests with same-day priority, and handle all compliance requirements under Florida Trust Code Chapter 736.
What's Included
- Same-day priority distribution processing
- HEMS-standard disbursement review
- Annual trust accounting
- Beneficiary advocacy
Medicare Protection
Medicare Set-Aside Trusts
If you are a Medicare beneficiary, or reasonably expect to be within 30 months, a Medicare Set-Aside (MSA) may be needed to protect your future Medicare eligibility. We administer MSA accounts and keep them compliant with Medicare Secondary Payer law.
What's Included
- MSA trust administration
- Record-keeping, and the CMS reporting that applies to your account
- Proper fund allocation tracking
- Coordination with your settlement planner
Family Protection
Wrongful Death Trusts
For families who have lost a loved one due to another's negligence. We provide compassionate, professional trust administration that honors your loss while protecting the settlement that supports your family's future.
What's Included
- Compassionate family-centered service
- Multi-beneficiary trust management
- Bilingual family communication
- Long-term administration planning
Not sure which trust fits your situation?
Every settlement is different. Tell us about yours and we will help you understand your options, at no cost, with no pressure.
Talk Through Your Options