Special Needs Trusts

Special Needs Trusts

African American daughter hugging mother on her shoulders providing protection, security and comfort

WHY A SPECIAL NEEDS TRUST WITH CGTC AS TRUSTEE?

Coral Gables Trust's professionals have a wealth of experience in administering special needs trusts. We provide protection, security and comfort through careful review of our client's needs in coordination with government benefits.

 

OUR APPROACH:

The assignment of a dedicated trust administrator to each client. The availability for face-to-face meetings when and where it is convenience for our clients and their advisors. And independent and highly regarded investment management platform designed to maximize our client's investment returns while maintaining a reasonable level of risk based upon the needs of the beneficiaries.

 

OUR SPECIAL NEEDS TRUST RESPONSIBILITIES INCLUDE:

  • Investment Oversight
  • Custody Assets
  • Collecting and Valuating Assets
  • Bill paying and record-keeping
  • Providing Tax Information
  • Approving Discretionary Distributions

 

 
 

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