Private Wealth

Special Needs Trust Services

Caring for a loved one with a disability

Wells Fargo Bank has been an experienced national provider of special needs trust administration since 1996. Our trust professionals understand the profound impact a disability can have on individuals and their loved ones and have the skill, experience, and compassion to help you address these unique challenges for a higher quality of life.

Offered through Wells Fargo Bank, N.A.

What is a special needs trust?

A special needs trust is for the benefit of an individual living with a disability. It’s typically funded by a gift, an inheritance, life insurance, or compensation from a personal injury or other type of legal settlement.

When structured and administered correctly, a special needs trust can offer immediate and long-term benefits:

Help meet ongoing cash flow needs
Preserve eligibility for means-tested state and federal benefits
Provide financial support for quality-of-life purchases and services

Commitment you can depend on

By naming Wells Fargo Bank, N.A. as corporate fiduciary of a special needs trust, you gain a dedicated specialist to help define goals and personalize solutions for your loved one living with special needs. Beyond managing trust assets, custom services are also available:

Develop comprehensive budgets
Assist with referrals for attorneys, case managers, and other professionals
Coordinate bill and tax payments
Facilitate the purchase of accessible vehicles and residential real estate
Prepare administrative trust accountings for court-supervised accounts (as required)

To learn more about Special Needs Trust Services, contact your advisor.

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Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.