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
Do your homework before booking your first free one-hour consultation. Use your time to ask the right questions for your situation.
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. 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.
Get in touch with Trust Director Tia Marsili by filling out our "get in touch" form. The information you provide will get us off to a great start.
Trust Director Tia Marsili