Trust Management

The Arc of Bristol County, in its further commitment to making a difference in the lives of elders, individuals with disabilities and their families, is proud to offer Trust Management Services.

What is Trust Management?

As most of us are familiar with the conventional life-planning strategy of a health care proxy, will, or power of attorney, you may not be aware of the possibility of providing your loved one with alternatives with various trust options.  A trust is a legal plan for placing funds and other assets in the control of a trustee for the benefits of an individual.   It is a considerably less expensive alternative for the protection of an individual’s assets without having the individual declared incompetent.

Which plan should I choose?

With several estate planning options available, there is no “one size fits all” in assessing the needs for your own and the future of your loved one. The Arc of Bristol County will provide a comprehensive personalized plan by working directly with individuals and families in a caring and concerned environment, to develop options that maximize wealth preservation, maintain funding and eligibility requirements for government programs and public benefits, and prepare for long-term care. These services include wills, special or supplemental needs trusts, pooled trusts, health care proxies, powers of attorney, guardianships, representative payee and Roger’s monitor.

What is the role of The Arc?

The Arc of Bristol County works closely with individuals and family members or other interested parties to provide the guidance for responsible life planning and making  important choices for your future.  Our experienced attorneys who specialize in estate planning extend all stages of advocacy with individually focused support, legal advice, and preparation of your legal documents. With The Arc serving as trustee, elders, individuals and families have professional investment, accounting of all disbursements, annual updates of accounts, tax payments and tax filing preparation, along with further protection from creditors with peace of mind in safeguarding your financial investments.

To schedule an appointment or for additional information, contact Jennifer Sweet at our main office (508) 226-1445 Ext. 3102 or email hidden; JavaScript is required.