It’s business as usual...remotely!
We’ve adapted our Special Needs Trust processes but we’re not compromising the quality of support and expertise.
We've Set Up
We Manage More Than
Serving Families in
VA, MD and DC
WHAT WE DO...
We work with families to plan and safeguard the future for people with disabilities
BUILD YOUR KNOWLEDGE
We suggest reviewing these resources before booking your first free 50 minute consultation; it helps you ask the right questions. This initial consultation explores your situation and how we can assist. Future consultations are fee based and generally 30 or 60 minutes long.
WHAT THEY SAY...
What our clients are saying about us
I think the biggest value that we see as having The Arc of Northern Virginia as the manager is the fact that they really understand all the different needs that my son might have. And that was huge for us.
The greatest strengths of The Arc of Northern Virginia are their experience and their expertise in the special needs arena.
They're not going to make a mistake.
The Arc's Special Needs Trust Program gives the family a break. The financial concerns, the sustainability of resources--these are huge things to worry about. And The Arc takes that over.
Meet Our Trustee - KeyBank
KeyBank serves as Trustee of our Special Needs Trusts and handles paying bills, writing checks and ongoing investment management.
The Home You Know
KeyBank can hold real estate in a special needs trust. That helps protect a beneficiary's sense of home and their disability benefits. We are the only special needs trust program in the Washington, D.C., area that can integrate real estate among trust assets.
A Stable Future
With its various investment options, KeyBank helps meet trust portfolio investment objectives. It's a mix of financial resources and goals, risk preference and rate of return goals.
KeyBank can settle an estate as the executor, co-executor, personal representative, or co-personal representative. KeyBank will also serve as successor trustee. Our relationship with KeyBank is unique. The team works with clients to develop a focused, personalized approach to managing investments and planning for the future.
Transfer stocks and investments to your special needs trust in-kind without cashing them out. KeyBank works with you and your financial institution to ensure a smooth transition.
Let's Talk About the Future
Take the first step toward creating a Special Needs Trust for a loved one with a disability.
Make an appointment for a free one-time consultation on trust basics. Choose a date and time that works for you.
Tia Marsili, Trust Director