assurance that their
special needs will be met
Special Needs Trusts from Legacy BanksSome clients wish to allocate resources for a special needs family
member to assure they are able to supplement public assistance that
they may receive. LPM staff can help you develop a plan that
provides financial supervision for disabled beneficiaries. Special needs trusts are not intended to provide basic support, but to
pay for comforts and luxuries that could not be paid for by public
assistance funds. The trusts can be alloted to education,
recreation, counseling, and medical attention beyond the simple
necessities of life.
Contact LPM today for more information on Special Needs Trusts Investment and Insurance products not a deposit. Not FDIC or DIF
insured. Not insured by any federal governmental agency. No bank
guarantee. May lose value.
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