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…
Read More
News
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…
Read More
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…
Read More