AFT Blog

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. He has served on AFT’s board since 2011.  “Clayton did so much over the years to…
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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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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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Start at the End – Pre-need Funeral Plans

Start at the End When reading a book, you don’t usually read the last page first. However, a representative should take care of that last page as soon as a special needs trust is established for an elderly loved one (a life beneficiary). Why? Because by law, a special needs trust is frozen as soon…
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Work/Life Balance Among Senior Citizens

According to a study conducted by LIMRA Secure Retirement Institute, nearly 51 percent of people retire by the age of 65, and only 10 percent of seniors work to the age of 75.  Senior citizens may perhaps be the most interesting age demographic in the workforce because, unlike their younger colleagues, less than half the…
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Alabama Family Trust Turns 25

Time Flies – Let us re-introduce Alabama Family Trust.  Back in 1994, the Alabama Legislature passed the statute to create Alabama Family Trust.  For the past 25 years, Alabama Family Trust has been the only non-profit, pooled trust company in Alabama  administering $30M+ in special needs trust assets for disabled children, adults, and seniors. Board…
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Contact Alabama Family Trust via the contact link below to learn more about special needs trust funds.

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