Why do I need a special needs trust?

How can Zivic Solutions, Ltd. help me with a Special Needs Trust?

Answer:

  • We will draft and establish a Special Needs Trust to accomodate your needs.
  • We will assist you in obtaining the necessary Tax Identification Number from the Internal Revenue Service.
  • We can guide and assist you in titling assests in the name of the Trust.
  • We can provide your chosen Trustee with guidance to assist in understanding their duties and responsibilities.
  • We can provide an annual review to assure that the Trust is functioning as intended.
  • If required, Zivic Solutions, Ltd. will have the Trusts approved by the Social Security Administration.