Special needs trust

Lombard Family Law and Estate Planning Law Firm Welcomes New Partner Michael J. Drabant

Retrieved on: 
Tuesday, October 10, 2023
University, District court, Illinois State Bar Association, History of the University of Maryland, College Park, Associate, John Marshall Law School, Special needs trust, Real estate, Medicaid, Estate

LOMBARD, Ill., Oct. 10, 2023 /PRNewswire-PRWeb/ -- A. Traub & Associates is delighted to welcome Michael J. Drabant as a new partner to the law firm. Attorney Drabant will be leading the firm's Estates Practice Group. He will also be adding some new practice areas to the firm which include elder law, Medicaid planning, and special needs planning and administration. Since his admission to the Illinois Bar in 2009, Mr. Drabant has dedicated his practice to estates, including as an associate at A. Traub & Associates from 2010 to 2013. He returns to the firm in a new capacity, ready to wield the experience he has obtained over the last decade to assist clients with various estate planning and estate-related issues.

Key Points: 
  • LOMBARD, Ill., Oct. 10, 2023 /PRNewswire-PRWeb/ -- A. Traub & Associates is delighted to welcome Michael J. Drabant as a new partner to the law firm.
  • He will also be adding some new practice areas to the firm which include elder law, Medicaid planning, and special needs planning and administration.
  • Mr. Drabant worked in various legal capacities during the 2010s, including becoming principal owner at The Drabant Law Group for three years, leaving in 2016 to join Wilson & Wilson Estate Planning & Elder Law as an associate, then advancing to become a partner in 2021.
  • She believes that with Michael re-joining the firm, A. Traub & Associates will continue to cement itself as a premier law firm dedicated to assisting clients in family law and estate planning matters.

Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022

Retrieved on: 
Wednesday, January 18, 2023
Representative, Retirement, 2020 United States federal budget, Special needs trust, Act, SNT, Family, Organic, Arc, Omnibus spending bill, House, Ambiguity, Organization, American Competitiveness and Workforce Improvement Act, EARN, Disability, Special needs, Public policy, Life, SNA, Health insurance

TUCSON, Ariz., Jan. 18, 2023 /PRNewswire/ -- The Special Needs Alliance (SNA) , a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improvement Act of 2022.

Key Points: 
  • TUCSON, Ariz., Jan. 18, 2023 /PRNewswire/ -- The Special Needs Alliance (SNA) , a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improvement Act of 2022.
  • The passing of this law is a huge win for families wanting to support both their loved ones and nonprofit organizations.
  • "We are thrilled that the Special Needs Trust Improvement Act was signed into law as a part of the recently passed 1653-page Consolidated Appropriations Act, 2023 (a.k.a.
  • "We are excited to announce that with the passing of this law, there shouldn't be any ambiguity; most charities can now be named as a remainder beneficiary of a Special Needs Trust receiving retirement assets.

Arden Trust Company Names Kiliaen v.R. Ludlow as Chief Operating Officer

Retrieved on: 
Tuesday, November 29, 2022
Asset Management, Professional Services, Finance, Growth, Culture, AUA, Fidelity, Special needs trust, Foundation (nonprofit), Trust, Overalls, Operation, Agent, Sales, Management, Financial adviser, Kiliaen Van Rensselaer (businessman)

Arden Trust Company (Arden Trust) is pleased to announce the appointment of Kiliaen v.R.

Key Points: 
  • Arden Trust Company (Arden Trust) is pleased to announce the appointment of Kiliaen v.R.
  • "Kiliaen brings a wealth of experience to Arden Trust that will allow us to continue to support and align our values, culture, platform and organic growth," said Doug Sherry, President of Arden Trust.
  • Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based trust company with almost $10 billion in assets under administration.
  • Arden Trust partners with financial advisors to offer trust services that preserve the advisor/client relationship, administering more than 5,000 trust accounts including Private Foundations and Special Needs Trusts.

Arden Trust Company Deepens Commitment to Growth, Appoints Theresa de Leon as National Director of Sales

Retrieved on: 
Thursday, May 19, 2022
Software, Technology, Professional Services, Finance, Director, Economics, Wealth management, New York Law School, Bachelor of Arts, Special needs trust, Foundation (nonprofit), Ownership, Trust, Industry, RIA, AUA, Comerica, PNC Financial Services, Agent, Wealth, SVP, Yale University, LLC, Growth, PNC, National Directorate for Personal Data Protection, Pension fund, Management, Financial adviser, New York University

Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Holdings , today announced the appointment of Theresa de Leon as National Director of Sales.

Key Points: 
  • Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Holdings , today announced the appointment of Theresa de Leon as National Director of Sales.
  • De Leon has a proven track record of building and supervising successful teams, and over 20 years of experience in trust services and wealth management.
  • Arden Trust has a proud history of providing superior trust advisory solutions through a client-centric experience, said de Leon.
  • Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based limited purpose trust company with more than $10 billion in assets under administration.

Capital First Develops Special Needs Trust Guide for Its Clients

Retrieved on: 
Wednesday, March 16, 2022
Trust, Special needs trust, Supplement, SNT, Capital, GLOBE, SSI, Capital First Ltd., Medicaid, Life insurance

MILWAUKEE, March 16, 2022 (GLOBE NEWSWIRE) -- Capital First has announced the development of a guide to assist clients in understanding how Special Needs Trusts can protect them as well as answer frequently asked questions about distributions from their trust.

Key Points: 
  • MILWAUKEE, March 16, 2022 (GLOBE NEWSWIRE) -- Capital First has announced the development of a guide to assist clients in understanding how Special Needs Trusts can protect them as well as answer frequently asked questions about distributions from their trust.
  • Capital First works with clients who receive personal injury settlements and inherited Special Needs Trusts.
  • If they're eligible for needs-based government benefits such as Medicaid and Supplemental Security Income (SSI), a Special Needs Trust can help protect those benefits.
  • Capital First is one of the nation's leaders in administering Special Needs Trusts.

Arden Trust Company Welcomes Jennifer Junker as New Chief Fiduciary Officer

Retrieved on: 
Tuesday, February 22, 2022
Finance, Consulting, Banking, Professional Services, Other Professional Services, Ownership, Budget, Junker, Wake Forest University, Special needs trust, University, Jennifer, LLC, Bank, Agent, Director, AUA, Communication, Life insurance, Real estate, Financial adviser, Trust, Arden Trust Company, Kestra Holdings, ARDEN TRUST COMPANY, KESTRA HOLDINGS

Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Holdings , today announced the appointment of Jennifer Junker as Chief Fiduciary Officer.

Key Points: 
  • Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Holdings , today announced the appointment of Jennifer Junker as Chief Fiduciary Officer.
  • Bringing over 27 years of experience, Junker will be responsible for the management and development of trust administration for Arden Trusts seven branches.
  • Jennifer brings deep industry knowledge of trusts and financial planning to her new role, said Doug Sherry, President of Arden Trust.
  • Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based limited purpose trust company with more than $9 billion in assets under administration.

Richard DeNapoli Celebrates Over Six Years of Success with Coral Gables Trust Company

Retrieved on: 
Wednesday, January 19, 2022
Sentinel, Eye, Florida Senate Bill 90 (2021), Sun-Sentinel, Special needs, CGTC, Investment, Special needs trust, GLOBE, Assistant, Tax, Dow Jones & Company, Florida Senate, Real estate, Property management, Life insurance

Headquartered in South Florida, CGTC is the largest private and independent trust company in the area.

Key Points: 
  • Headquartered in South Florida, CGTC is the largest private and independent trust company in the area.
  • Estate and financial planning, investment management, and Special Needs Trusts are just a few of the services provided by the company.
  • DeNapoli also spent time as the Vice-President of a Florida Trust Company in Tampa before joining CGTC in 2015.
  • Goral Gables Trust Company via Richard DeNapoli is responsible for this press release.

Special Needs Alliance Announces 2021 - 2022 Board of Directors

Retrieved on: 
Monday, October 11, 2021
Program, SNA, SSI, Multimedia, Advance healthcare directive, Trust, Alliance, Personal, Wills, Awareness, Special needs trust, View, Intellectual disability

"This is particularly an inspiring year because it's the 20thanniversary of the Special Needs Alliance, and I couldn't be more excited to serve as SNA's president this year," said Special Needs Alliance President Mary O'Byrne.

Key Points: 
  • "This is particularly an inspiring year because it's the 20thanniversary of the Special Needs Alliance, and I couldn't be more excited to serve as SNA's president this year," said Special Needs Alliance President Mary O'Byrne.
  • The Special Needs Alliance has more than 150members in 45states.
  • Membership signifies that themember attorney is recognized amongst his/her peers as a notable attorney practicing special needs law.
  • The Special Needs Alliance (SNA) is a national organization comprised of attorneys who practice law and advocate for people living with special needs and disabilities, the elderly, and their families.

Chase Himes Joins Advocacy Trust

Retrieved on: 
Thursday, May 20, 2021
Law, Equity, Countries, Common law, Special needs trust, Trust law, Hague Trust Convention

b'NASHVILLE, Tenn., May 20, 2021 /PRNewswire/ -- Advocacy Trust (AT) is pleased to announce Chase Himes has joined The Forge Companies Team as Senior Trust Officer for their Nashville, TN region.\nBefore joining AT, Chase served as Vice President and Director of Special Needs Trust Administration for Cumberland Trust.

Key Points: 
  • b'NASHVILLE, Tenn., May 20, 2021 /PRNewswire/ -- Advocacy Trust (AT) is pleased to announce Chase Himes has joined The Forge Companies Team as Senior Trust Officer for their Nashville, TN region.\nBefore joining AT, Chase served as Vice President and Director of Special Needs Trust Administration for Cumberland Trust.
  • from the University of Mississippi School of Law and is licensed to practice law in Tennessee.\nThe Forge Companies Executive Team and Advocacy Trust Board Members are excited to have Chase join AT\'s team of experts.
  • "Advocacy Trust offers premier special needs trust administration and flexibility for the families we serve.
  • Advocacy is truly dedicated to the special needs community, and I am confident Chase will be a perfect addition given his passion for the families he serves each day," states AT CEO, Bob Hogan.\nThe professionals of Advocacy Trust specialize in the fields of settlement planning, litigation support, special needs trusts, settlement administration as well as traditional trust products.

Kathryn M. Maloney Joins Advocacy Trust

Retrieved on: 
Monday, May 3, 2021
Offshore finance, Equity, Trust company, Trust law, Fiduciary Trust Company International, Special needs trust, Articles

b'MOORESVILLE, N.C., May 3, 2021 /PRNewswire/ --Advocacy Trust (AT) is excited to announce Kathryn(Kate) M. Maloney has joined The Forge Companies Team as Regional Trust Director for our Mooresville, NC office.Kate brings over 30 years of trust industry experience, with a focus on trust administration, client relationships and management.\nKate began her career in the trust industry as a Trust Operations Officer at the First National Bank of Rhinebeck.During the next 10 years, she progressed to a Trust Officer/VP and graduated with honors from the Cannon Trust School, as well as Cannon Trust Audit and Compliance and obtained her CTFA designation.

Key Points: 
  • b'MOORESVILLE, N.C., May 3, 2021 /PRNewswire/ --Advocacy Trust (AT) is excited to announce Kathryn(Kate) M. Maloney has joined The Forge Companies Team as Regional Trust Director for our Mooresville, NC office.Kate brings over 30 years of trust industry experience, with a focus on trust administration, client relationships and management.\nKate began her career in the trust industry as a Trust Operations Officer at the First National Bank of Rhinebeck.During the next 10 years, she progressed to a Trust Officer/VP and graduated with honors from the Cannon Trust School, as well as Cannon Trust Audit and Compliance and obtained her CTFA designation.
  • In 2000, Kate joined Fiduciary Trust Company International as a Trust Administration Officer and worked on numerous high-net-worthfamily relationships.
  • During this time, she completed the ABA Trust Graduate programs.In 2006, Kate joined the Bank of Millbrook, to lead the Trust Department and successfully built the department and grew the client assets for the Bank.She joined Hudson Valley Bank Trust Services Division in 2011, where she focused on the administration of Special Needs Trusts, Guardianships and Court Appointed Trusts.In 2013, Kate was promoted to the SVP and Trust Services Director, managing a team of trust professionals focused on the Special Needs Trust area of the business in the New York City metro market.In 2014, she joined Orange Bank & Trust Company as SVP and Trust Services Director where she led the effort to expand the Division, including expanding the market footprint for the Division with the addition of a new team and building the Special Needs Trust business for the Bank.\nKate brings a passion for delivering excellence in service, knowledge, and client relationships to Advocacy Trust.Kate has been a guest lecturer for the NYS Bar Association Elder Law Section, NYS Bankers Association Trust and Investment Division, and the Estate Planning Councils of Westchester and Putnam Counties.She was active in the New York State Bankers Association as the past Chair of the Trust and Investment Division, Board member, Executive Committee, Legislative Committee and Trust Administration Committee.She also believes in community service and most recently was the Treasurer of the Orange County Arts Council and a Board Member of the Garnet Health Medical Center Foundation.\nSince 2003, Forge Consulting has provided plaintiffs and their attorneys with expert settlement planning.
  • Forge designs customized plans to meet future needs and helps clients reach an informed decision.\nAdvocacy Wealth Management designs portfolios of predictable cash flows and conservation of invested principal, working nationally with clients who need more than just basic planning to meet their unique needs.\nThe professionals of Advocacy Trust specialize in the fields of settlement planning, litigation support, special needs trusts, settlement administration as well as traditional trust products.\nFor questions or additional information regarding this announcement, please contact Beth Allen, Marketing Director of The Forge Companies, at 706.856.2535\nView original content to download multimedia: http://www.prnewswire.com/news-releases/kathryn-m-maloney-joins-advocacy...\n'