We were honored to welcome Senator April Weaver to our new Vestavia Hills office for a special visit with the Alabama Family Trust team. As a longtime advocate for health care, elder services, and family well-being, Senator Weaver’s work stands behind our mission to protect the financial futures of some of Alabama’s most vulnerable citizens….
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Alabama Family Trust relocates office to Vestavia Hills
Alabama Family Trust has relocated to a new office in Vestavia Hills to better serve our clients. The staff of AFT has left the former office building at 2057 Valleydale Road in Birmingham and are now operating out of a new office at 100 Centerview Dr., Suite 200 in Vestavia Hills. The new location is…
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AFT announces changes to Board of Trustees
Alabama Family Trust has made changes to its board of directors as it mourns the passing of its former board chairman. Clayton Davis, a respected attorney who was President of the AFT Board of Directors, passed away Oct. 14, 2023. He has served on AFT’s board since 2011. “Clayton did so much over the years…
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AFT Board Chairman Clayton Davis passes away
Clayton Keith Davis (68) passed away at his home in Ozark, AL on October 14, 2023. He was born February 23, 1955 in Birmingham, AL to Delores Thrasher Davis (d. 2018) and is survived by his Father, Billy Keith Davis (94), his sister, Dr. Ruth Yvonne Davis, and younger brother, Lyle Thrasher Davis, (and Lyle’s…
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Updated fillable trust forms available at AFT website
Alabama Family Trust is pleased to work with attorneys as you help clients establish special needs trusts. Toward that end, we have updated all the forms you need to create a first-party, third-party revocable or third-party irrevocable trust. The forms are available on our website under the Documents tab here. We also have a checklist to…
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AFT adds low-risk investment option for clients with conservative financial goals
Alabama Family Trust offers for your consideration a new investment option that may be appropriate for your clients with conservative financial goals. As its name implies, the Capital Preservation Allocation is a low-risk investment option from Waverly Advisors designed to provide peace of mind to investors who are uneasy about fluctuating interest rates and the…
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Alabama Family Trust announces leadership changes
Alabama Family Trust announced leadership changes, including naming Lesley Byars its Executive Director. Alabama Family Trust is a nonprofit organization created by the Alabama Legislature to manage Special or Supplemental Needs Trusts of all sizes. Based in Birmingham, AFT helps families hold funds in trust so they can provide for their senior or disabled family…
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Sleep and Sensory Processing Disorder
Useful Information for Parents of Children on the Autistic Spectrum While not all children with autism experience sensory processing disorder, those who do rely on the love and care of parents to make daily life manageable. In particular, bedtime can become a long process for hypo- and hyper-sensitive kids. As sleep experts at Slumber Yard, we…
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SNT 101 from Alabama Family Trust
Wait, is this a college course? Nope. It is an overview of Special Needs Trusts (thus the SNT) and what they offer for disabled Alabamians as a complement to governmental entitlements such as Supplemental Security Income (SSI) and Medicaid. Use this information as a refresher for yourself or send the link to someone you know…
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Insights from a Special Needs Trust Representative
Dana Zimbleman of Colorado used a special needs trust through Alabama Family Trust to care for her mother, Iva Posey, here in Alabama. Dana has graciously provided Alabama Family Trust with the following summary of her experience to share with others who have elderly loved ones. The Long Yet Fast Decline in Health (also known as…
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