Special Needs Trusts (Explainer Video)

Incorporating trusts in settlement planning offers a means to manage settlement funds, provide security, flexibility, and protection for the clients financial future.

This short video helps explain the relationship between the financial advisor, their client, and the trustee in an Advisor Friendly Trust.

A trust administration company is meant to be trusted. This means ensuring the safe keep of client trust funds through independent external audits, internal audits, board of directors supervision, state banking reviews and oversight, and multiple levels of insurance. Capital First Trust Company is a safe home for your trust funds.