For a fraction the cost of hiring the services of a bank to administer a trust or estate, GSF serves as executor of estates and trustee of conventional trust documents including Special Needs Trusts (SNT) for hundreds of clients across the United States. We also serve as Financial Power of Attorney (F-POA) and administer various endowments. Of these fiduciary services offered, we specialize as a trustee or successor trustee of First and Third-Party SNTs.
SNTs are specialized trust instruments designed to protect a beneficiary’s public benefits eligibility. In order to assure SSI, Medicaid, or other benefits eligibility continues for the beneficiary, the trust must be administered by the trustee in a very specific manner, and GSF has decades long experience administering these trusts so that the beneficiary maintains his/her benefits enrollment and retains peace of mind.
Assets under GSF management are administered through the support of Secured Alliance. Secured Alliance supports the administration of over $100 million under management across several partner agencies, and operates in 49 states.