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03/04/19

Careful estate planning is necessary when planning for children or relatives with disabilities. The term “special needs” it is commonly used where there is someone in the family who is unable to make necessary legal, financial and overall life decisions for him or herself. The biggest fear is often “Who will take care of my loved ones and how will they be provided for after I am gone?” A Special Needs or Supplemental Needs Trust is a trust that preserves your loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits and can help you establish your wishes for how your loved one is provided for after your death.

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  • Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with $1.4 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.

    Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.

    Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.

     

  • James W. Davidson
    Chairman & CEO


     

    Richard DeNapoli, J.D., LL.M.,CFP®
    Chief Trust Officer
    Fiduciary Counsel

    Office: 786.497.1216
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

  • John Harris
    Managing Director
    Office: 305.443.2544
    Cell: 954.864.9441
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

    Mason Williams
    Chief Investment Officer

    Office: 786.497.1214
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.