Special Needs and Disability Trust Services
When the need arises for a professional trustee experienced in the administration of special needs and disability trusts1, choose the experienced fiduciary professionals at BOK Financial. Our trust officers and portfolio managers have specialized education and professional designations, and we administer each trust with the beneficiary’s best interests in mind. We tailor our services to each client’s unique situation, whether the trust is established as part of long‑term family planning or in coordination with legal counsel following a personal injury, settlement, or court proceeding.
A full suite of trust and financial services to help meet your needs
BOK Financial provides professional Special Needs Trust services to meet your specific needs. Each client receives personalized management from a trust officer, a portfolio manager and, if needed, a specialty asset manager for assets such as real estate or mineral and oil and gas management.
Our goal is to ensure the administration of the trust complies with its terms and in a manner that allows disabled individuals to continue to qualify for or seek governmental benefits such as Medicaid, Medicare, SSI, SSDI, and state-specific waiver programs as may be appropriate.
In many cases, special needs and disability trusts involve collaboration among multiple professionals. The Disability Trust Services team at BOK Financial regularly works alongside estate planning attorneys, personal injury attorneys, trial attorneys, and other trusted advisors to help support beneficiaries and their families. As an independent corporate trustee, our role is to provide experienced fiduciary administration and long‑term continuity, helping ensure the trust is managed in accordance with its terms and applicable regulations.
Our trust officers are experienced in the specialized policies and procedures for administration on special needs trusts and are committed to serving as trustee under applicable state laws, coordinating as needed with a beneficiary’s legal and advisory team.
- Efficient processing of distributions to meet the needs of trust beneficiaries.
- Investment portfolios designed to meet short- and long-term needs.
Our team offers support with understanding of and respect for the unique needs of the beneficiary. Our clients are treated with compassion and dignity.
Contact us today at 817-348-5758
1 A special needs trust, created in accordance with 42 U.S.C. Section 1396p(d)(4)(A), might be appropriate when a beneficiary would be eligible for government assistance programs like Medicaid but for the existence of the trust assets.
Investments and insurance are not insured by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. All investments are subject to risk, including possible loss of principal.