The settlement planning industry is changing – and our settlement trust solutions are driving that change.
More affordable at $49
Each of our three settlement trust types are materially less expensive to establish at just $49 per trust.
Trust creation is more efficient than ever – a settlement trust can be created in one business-day or less.
Lower trustee fees
Preserve Trust assets with lower Trustee fees – 50 to 15 basis points cascading fee schedule.
Better for settlement planners
Settlement planners can monetize annually – up to 100 basis points – serving as the Investment Advisor or the Trust Protector.
- May be established as a (d)(4)(A) Special Needs Trust or Settlement Protection Trust™
- Permits the settlement planner, if an attorney, to upcharge the document
- Integrates with QSF360™ for single and multi-claimant events
- Integrates with C3BR™ for court ordered blocked, restricted, and custodial accounts for minors, incompetent adults, or unlocatable persons
- Offers a combination SNT+MSA trust type
Our three settlement trust types cover an entire spectrum of settlement needs.
1st Party (Self-Settled) Settlement Protection Trust™
The Settlement Protection Trust™ is the most cost-effective, trust-based solution for those seeking to avoid the “retention risk” penalty of using a pooled trust. Also, the Settlement Protection Trust™ can structure the distributions as taxable to ensure the beneficiary qualifies for available tax subsidies and credits.
1st Party (Self-Settled) (d)(4)(A) Special Needs Trust (SNT)
The 1st Party (Self-Settled) (d)(4)(A) Special Needs Trust (SNT) is established under 42 USC 1396p (d)(4)(A). Predominantly, it is utilized by a disabled beneficiary that cannot otherwise qualify for Medicaid because they have too many assets. By using our Self-Settled Special Needs Trust (SNT), a beneficiary is able to preserve their eligibility for government benefits, such as SSI and Medicaid, while benefiting from their settlement proceeds.
Combination 1st Party (Self-Settled) Special Needs Trust (SNT) + Medicare Set-Aside Trust (MSA)
The combination 1st Party (Self-Settled) Special Needs Trust (SNT) + Medicare Set-Aside Trust (MSA) is a combination of two robust trust types, which maximizes an individual’s government benefits, Medicare benefits, and settlement proceeds with a Medicare set-aside option.