FOSC TN Pooled Trust Participates in the Southeast Tennessee’s bi-annual Aging Conference
FOSC TN Pooled Trust is a booth sponsor at the 2016 Southeast Tennessee’s bi-annual Aging Conference, It Takes a Village. It will be held on Friday, April 1, 2016 at Concord Baptist Church in Chattanooga. The event brings together professionals in the aging field, caregivers, seniors and planning boomers. Amy Boulware, a recipient of a Social Worker of the Year award, will be the keynote speaker at the conference.
March 21, 2016
The Chattanooga Brain Injury Association Receives Support from FOSC TN Pooled Trust
On April 27, 2016, FOSC TN Pooled Trust will participate as a sponsor in the Chattanooga Brain Injury Association’s (CABIA) 11th Annual Conference at the Chattanooga Choo Choo Hotel from 8 a.m. until 4:30 p.m. The event will feature a wide variety of speakers including: physicians, specialists who provide brain injury services, caregivers and survivors. CABIA is a local non -profit agency that works to provide many services for individuals affected by all levels of brain injury.
March 21, 2016
Southeastern Trust Company Announces New Special Needs Pooled Trust
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Southeastern Trust Company, a division of Atlantic Capital Bank, N.A. announced today the establishment of a new special needs pooled trust, “Friends of Special Children (FOSC) Tennessee Pooled Trust” in partnership with Friends of Special Children, a 501(c)(3), non-profit organization.
The trust allows special needs individuals in Tennessee who receive public benefits to keep their benefits in the event they receive funds from a settlement or inheritance. The settlement or inheritance is placed in a sub-account within the pooled trust and the trustee has discretion over disbursements. The trustee discretion allows the special needs beneficiary to continue receiving their benefits while using the trust funds for their supplemental needs. READ MORE
January 28, 2016
Southeastern Trust Sponsors Albany ARC Special Presentation
Southeastern Trust recently sponsored a special presentation for the Albany ARC with attorney Paul Black of Brannon + Black, LLC. Mr. Black addressed topics such as the proper use of special needs trusts, classes of benefits available to those with special needs, and the potential for alternatives to special needs trusts under the ABLE Act. The Albany ARC is the largest chapter of the ARC of Georgia. Southeastern Trust serves as the operating trustee of The ARC of Georgia Pooled Trust (www.arcgatrust.org).
December 14, 2015
Trust Team Exhibits at Stetson's Special Needs Conference
Southeastern Trust's professionals recently exhibited at the National Conference for Special Needs Trusts. The conference is celebrating 17 years of providing in-depth review into issues with creating, administering, and monitoring special needs trusts. Nationally recognized speakers presented on basic and advanced topics for a variety of professionals in the special needs arena.
Our team at Southeastern Trust is equipped to help you answer your Special Needs Trust questions specifically. Learn more about our work with Special Needs Trusts and how we can help you.
October 30, 2015
Tennessee Pooled Trust Announced
On September 17th, at the Friends of Special Children, All About Children fundraising dinner and auction benefiting Signal Centers, a program in Tennessee that helps those with disabilities strive to reach lifelong independence, Southeastern Trust announced a partnership with Friends of Special Children to create a Tennessee Pooled Trust.
The trust will allow special needs individuals in Tennessee who receive public benefits to keep their benefits in the event they receive funds from a settlement or inheritance. The settlement or inheritance is placed in a sub-account within the pooled trust and the trustee has discretion over disbursements. The trustee discretion allows the special needs beneficiary to continue receiving their benefits while using the trust funds for their supplemental needs.
The Tennessee Pooled Trust will help those with special needs maintain critical government benefits and is a great estate planning tool for those with special needs children or relatives.
September 23, 2015