Advocacy Trust, LLC
What makes Advocacy Trust different?
Services Include:
- Special Needs and Settlement Trusts
- Administrative Services
- Philanthropy and Charitable Giving
- Asset Protection Trusts
- Qualified Settlement Funds
Helping People
Focused on people whose lives have been disrupted by an unexpected or catastrophic event.
Advice Driven
Offering individuals guidance tailored to their financial needs, rather than simply promoting product sales.
Simplifying the Complex
Navigating the complex rules surrounding government assistance, eligibility requirements, and other challenging financial topics.
Balancing Private vs. Public Benefits
Assessing the impact of private insurance versus the public benefit restrictions on a trust.
Over-the-Top Support
Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer.
Our Mission
To improve the lives of our clients and their families by providing a positive experience through professional investment management, trust services, financial planning, and other support that effectively addresses their unique needs.
Looking Out for Your Interest
Supervising all aspects of a trust, acting at all times as a fiduciary and in your best interests.
Line of Defense
Reasonableness Test
Additional Information
