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Cynthia Wahlin J.D.

Mission Management & Trust Co.

Cynthia Wahlin J.D.

Mission Management & Trust Co.

Cynthia Wahlin J.D.

Mission Management & Trust Co.

Profession LogoTRUST ADMINISTRATOR

Mission Management & Trust Co. offers extraordinary trust and investment services to both Arizona and national clientele, and has been recognized for exceptional performance and service to clients through personalized, custom-tailored approaches to trust services. Established in 1994, Mission is licensed, regulated, and examined by the State of Arizona Department of Financial Institutions.

As a corporate trustee, Mission combines a best interest focus with a team approach to ensure the successful administration of a special needs trust. Mission periodically reviews the beneficiary’s best interests through annual special needs assessments. In addition to Mission’s team of experts, who specialize in the intricacies of trust administration and investment management, Mission collaboratively partners with the beneficiary’s family, agents under powers of attorney, personal attorney, established professional advisors, and industry specialists to effectively manage the trust’s assets and serve the beneficiary.

Firm Description

Hours

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Cost

What Is a Special Needs Planner?

Main Office

3567 East Sunrise Drive
Suite 235
Tucson, AZ 85718-3250

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts