Elderly Trust Funds

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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Parenting Your Parents

Parenting your parents means getting involved with their long-term care plans, if any, their finances and estate plans.

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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Special Needs Trusts and Medicaid Eligibility

Can you Explain Special Needs Trusts and Medicaid Eligibility? No Problem! Even if you have used a special needs trust and Medicaid application yourself, it’s still difficult to explain it to someone else.  Alabama Family Trust can handle this situation. Just break out the popcorn and join your friend to: Watch this video  Of course,…
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Taking Care of Family

Southerners often pride themselves on taking care of family.  However, as family members live longer and Alzheimer’s and other forms of dementia are becoming more common, caring for an aging loved one can be challenging. Many times, family members cannot quit their jobs to care for the loved one, or they may not have the…
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How Disabled Folks Benefit from Special Needs Trusts

Disabilities can occur at any age . . . . . . But disabilities do not have to mean the end of living a full life. However, the specifics of “a full life” for disabled people go well beyond the basic needs provided by government benefits such as Supplemental Security Income (SSI) or Medicaid. Avoid…
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Where to Put Your Trust – Alabama Family Trust

Learn how Alabama Family Trust helped the McCune family afford quality care for their mother, the late Lena McCune. After years of research, siblings Debbie, Steve, and Bradd chose to use Alabama Family Trust’s unique pooled special needs trust. “In protecting my mother’s money, she was able to continue her life affording all of the…
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Dementia versus Alzheimer’s – What’s the Difference?

Here at Alabama Family Trust, we’re passionate about helping people care for their disabled loved ones. So it’s no surprise that we know a lot about things like dementia and Alzheimer’s Disease, because both of these can bring about drastic life changes for both you and your aging parent – which means you may need…
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Contact Us

Contact Alabama Family Trust via the contact link below to learn more about special needs trust funds.

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