Assured Trust Company @AssuredTrust
Independent, professional trustee serving the elderly and special needs communities. assuredtrustcompany.com 66225 Joined July 2020-
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Big changes are coming for ABLE accounts in 2025 - 2027! Learn more: assuredtrustcompany.com/whats-ahead-fo…
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🌟 Happy Labor Day from all of us at Assured Trust Company! In observance of the holiday, our office will be closed on Monday, September 1st. Wishing you a safe and enjoyable day as we honor the hard work and dedication of so many.
When a legal settlement is meant to last a lifetime, proper planning is essential. Our latest article shares how Assured Trust Company helps families with settlement planning, care needs, and more. assuredtrustcompany.com/trust-care-and…
Big News from the SSA: On August 11, 2025, the Social Security Administration added 13 new conditions to its Compassionate Allowances List (CAL), bringing the total to 300 vital reasons to fast-track disability benefits. Learn more: assuredtrustcompany.com/13-conditions-…
Caring for a loved one goes beyond finances. It’s about dignity, support & peace of mind. 💙 Through Assured Care Company, Assured Trust clients receive compassionate care management, tailored to every need. assuredtrustcompany.com/care-managemen…
People with disabilities now have a brighter path to financial independence with the proposed ABLE Employment Flexibility Act! Think of this as a new & improved ABLE Act. assuredtrustcompany.com/people-with-di…
Some people need help managing their benefits. Assured Trust Company can serve as a Representative Payee, ensuring funds are used for our clients’ well-being & security. Learn more: assuredtrustcompany.com/understanding-…
When a trust includes illiquid assets such as real estate, closely held businesses, or mineral rights, careful administration is essential. At Assured Trust Company, we have the experience and expertise to handle complexity with clarity. assuredtrustcompany.com/beyond-liquidi…
Here's to five years of purpose-driven work and many more to come!
In honor of Independence Day, Assured Trust Company will be closed on Friday, July 4th. We hope you enjoy a safe and celebratory holiday with those you love!
On this Juneteenth, we pause to remember a vital moment in our nation’s history. At ATC, we honor the strength and legacy of those who came before us and remain committed to treating everyone with respect, dignity, and care. #Juneteenth #FreedomDay #ReflectAndHonor
...because we believe trust services should serve the person, not just the paperwork. assuredtrustcompany.com/beyond-standar…
Does your child’s special needs trust (SNT) still meet their needs? As your child grows and their circumstances change, their SNT may need to change, too. Learn when and why updates might be needed here: assuredtrustcompany.com/does-your-chil…
What role does an investment advisor play in trust administration? In our latest article, we explore how trusted advisors help ensure a well-coordinated and client-centered trust experience. assuredtrustcompany.com/partnering-for…
Planning ahead with a Special Needs Trust can make a world of difference. Whether your child has lifelong care needs or a loved one has recently experienced a sudden change in ability, setting up a trust early can be very beneficial. Learn how: assuredtrustcompany.com/the-benefits-o…
Directed trusts offer a strategic way to separate investment management from trust administration - providing greater flexibility, control, and specialized oversight. assuredtrustcompany.com/assured-trust-…
Making long-term care decisions for an adult child with disabilities involves balancing their preferences/needs, family circumstances, and financial constraints. Working with a special needs planning attorney may be crucial for navigating complexities. assuredtrustcompany.com/long-term-care…
ATC is proud to be a sponsor of the 2025 Annual Conference of the National Academy of Elder Law Attorneys (NAELA), happening May 8–9! If you're attending, be sure to connect with our team — Samantha, Evie, and Courtney are there and would love to meet you.
Assured Trust Company is hosting May Trust Coffee - Social Security Back to Work Programs. Make sure to attend it on May 6. linkedin.com/events/maytrus…
We’re excited to announce that Beth Boldt, JD has joined Assured Trust Company as our new Chief Operating Officer! Learn more about Beth here: assuredtrustcompany.com/beth-boldt-j-d/ #COO #newhire #leadership #trustadministration #caremanagement
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