Ibar Special Needs Trust Advisors:
Providing specialized services and support to disabled minors and adults
Special Needs Trusts
A Special Needs Trust (SNT) preserves a disabled individual’s Medicaid (Medi-Cal) and Supplemental Security Income while allowing them to receive various quality-of-life services, items and living accommodations through the allocation of the SNT funds.
Parents and Grandparents of the Disabled often incorporate a Special Needs Trust as part of their estate plan to better insure that their loved ones will receive the protection they need and deserve.
We Are Your Partners
Ibar Special Needs Trust Advisors act as the liaison between the Special Needs Trust Beneficiary, their family, the trustee responsible for investing the trust funds, vendors, care providers and public benefits agencies to coordinate and to insure that the Beneficiary receive the services and items which they require and are entitled to.