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

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