Court-Created & Special Needs Trusts Services
Learn how our team of dedicated trust specialists can help manage your court-created and special needs trusts.Get in touch
At Cadence Bank, we provide an experienced, caring and personal approach to the management of inherited assets, settlement proceeds and judgment awards for the benefit of minors and other incapacitated individuals.
The Cadence Asset Management and Trust team is comprised of dedicated professionals who are experienced in counseling beneficiaries, guardians and family members on the administration of court-created trusts.
When you work with Cadence Bank for your court-created trusts, you’ll benefit from:
Types of court-created trusts we administer:
Special Needs Trusts
Choosing a trustee that will care for a loved one is one of the most important and difficult tasks in creating a special needs trust. Trustees must have the necessary expertise to manage the trust, including making proper investments, paying bills, maintaining accounts and preparing tax returns.
The special needs trustee must also understand how each distribution he or she makes will affect the beneficiary's public benefits. Very few people have this knowledge. At Cadence Asset Management and Trust, we have experienced trust officers with decades of experience specifically in this area ready to bring resources to bear and help relieve some of the day-to-day responsibilities from other family members.
What Happens if You Become Incapacitated? Know Your Estate Planning OptionsLearn more
Wealth Management and You: How (and why) to Set up a TrustLearn more
INSURANCE AND INVESTMENT PRODUCTS:
Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit