It’s business as usual...remotely!
We’ve adapted our processes but we’re not compromising the quality of support and expertise.
This is the perfect time to learn how to secure the long term financial security of your loved one with a disability.
Just get in touch. You can count on us now, and always.
WHAT WE DO...
We work with families to plan and safeguard the future for people with disabilities
We've Set Up
We Manage More Than
Serving Families in
VA, MD and DC
WHAT THEY SAY...
What are our clients are saying about us?
His siblings and I were panicked.
It is impossible to think of all the future needs of your family member.
And this offers a sense of security for those who support that family member.
The greatest strengths of The Arc of Northern Virginia is their experience and their expertise in the special needs arena.
They're not going to make a mistake.
My son is safe.
It's the reliability, it's the validity, it's the loyalty they have. It's the understanding of all individuals with disabilities.
It's the dignity that they want to provide for people later in life.
Meet Our Trustee - KeyBank
KeyBank serves as Trustee of our Special Needs Trusts. KeyBank has fiduciary responsibility and is tasked with asset management and asset allocation, account and tax reporting, and check processing for all disbursements.
KeyBank has the capability to hold real estate and real property in the special needs trust. Their Trust Real Estate Officers are skilled in managing the numerous professional resources essential to the overall investment performance. KeyBank can work with you to buy, sell, and maintain a piece of real estate.
KeyBank offers various investment options for our special needs trusts. For investments over $250,000, KeyBank can develop customized institutional investments exclusively for our trust clients. KeyBank’s portfolios include all of the traditional asset classes as well as most of the specialty and alternative asset classes.
KeyBank has the capability to act as the executor, co-executor, personal representative, or co-personal representative to settle an estate. The team at KeyBank works closely with you to develop a focused, personalized approach to managing your wealth and help you plan for the future.
In-Kind Stock Transfer
If you have stocks and investments that need to be transferred to your special needs trust, KeyBank can help you transfer them in-kind without cashing them out. Their team of skilled experts can work with you and your financial institution to ensure a seamless transfer process.
GET IN TOUCH...
To arrange a consultation or workshop, send us a message.