Special Needs Trusts

Most corporate fiduciaries shy away from trusts for individuals with “extraordinary capabilities”. We, at Cardinal Trust, embrace these individuals. We hear words like, “those are high maintenance”. Or, “we’re not equipped to handle those”. Cardinal Trust and it’s concierge of additional companies compliment the trustee with case management services that can enhance the life of the special needs trust beneficiary. We believe the beneficiaries and their needs come first. We focus on this question, “How can we enhance the beneficiary’s quality of life with the trust assets?”