SHOULD I INCLUDE A TRUST AS PART OF MY SETTLEMENT PLAN?

Trusts are versatile planning tools that direct how your assets are managed. As a written legal arrangement, a trust allows you to appoint a person or corporation (called “the trustee”) to administer and distribute assets based on your wishes.

SETTLEMENT TRUST BENEFITS INCLUDE:

PROTECTION

Whether preserving the beneficiary’s eligibility for public benefits or keeping settlement funds out of the wrong hands, a trust offers asset protection. Only the trustee can release funds to appropriate individuals and for suitable reasons outlined in the trust document.

FLEXIBILITY

Life can change in an instant. A trust offers the flexibility to pay for unexpected expenses per the terms of the trust document.

GROWTH

When trust funds are appropriately and responsibly invested, the goal is to decrease the probability of loss of principal over the investment time horizon.

SPECIAL
NEEDS

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

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SPECIAL

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

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SETTLEMENT
PRESERVATION

TRUST

Protect settlement funds from wasteful dissipation and allow for financial flexibility in the future. With an extensive background in personal injury cases, you can depend on Capital First Trust Company to deliver high-quality care in the administration of a Settlement Preservation Trust.

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