Private Services

CFPD works collaboratively with the beneficiary, their family members and other supports to use the SNT to meet the beneficiary's needs while maintaining their eligibility for public benefits and enhancing their quality of life.

INDIVIDUAL TRUSTS

Separate and distinct from a Pooled Trust, with the Private Trust Group, clients have the opportunity to partner with investment managers, trust officers, private bankers and wealth advisors as part of their financial team, while continuing to work with their attorney, CPA and other financial professionals. CFPD works with American National Bank (ANB) as co-trustee, to offer trust administration services for Individual Supplemental Needs Trusts. The two trusts we offer are:

First Party SNT (Self-Settled)
Third Party SNT (Established by Parents/Grandparents)

This unique relationship helps us provide the utmost in quality trust services and wealth management planning for our clients. We offer case management alongside the Wealth Management Group at ANB who offers a comprehensive wealth planning and investment services model for our SNT clients. CFPD and ANB's professionals have the capability, knowledge and experience to address the complexities and liabilities involved with the proper administration of Supplemental Needs in a unique and unparalleled way.

Trust and Investment Services are not FDIC insured; not a deposit or other obligation of, or guaranteed by, the depository institution; and subject to investment risks, including possible loss of the principal amount invested. ANB is not a partner of or otherwise related to CFPD.