Southeastern Trust Company was honored to sponsor the 2023 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts. Many people face the challenge of supporting a child or relative with a disability. One of the greatest areas of concern is how to fund the disabled individual’s lifetime needs after the parents or guardians are deceased, as a direct inheritance may cause problems with obtaining critical benefits.

For the past 25 years, Stetson’s National Conference on Special Needs Planning and Special Needs Trusts has presented programming with nationally recognized speakers addressing the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.

A special needs trust is an irrevocable trust established for the benefit of a disabled person. It enables the beneficiary to enhance their quality of life and provides resources beyond what governmental assistance provides. Every special needs trust requires a special trustee.

We are an experienced and compassionate trustee who works with families to help ease the burdens associated with caring for someone who has special needs. We understand that every person has a story and unique needs. Even more, we understand the personal importance of securing a trust for you or your loved one that lasts a lifetime.

Whether a family member creates a trust or it is court-ordered, Southeastern Trust Company can help you manage the challenge of supporting a loved one. Find more information here.

Chattanooga

Union Square Suite 600
Chattanooga, TN 37402

Nashville

3100 West End Ave Suite 860
Nashville, TN 37203

Atlanta

3290 Northside Parkway NW, Suite 850
Atlanta, GA 30327

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