Bio Coming soon !
The Bank of Stockton is a full service mid-sized bank with locations throughout northern California. We have been privately owned and family directed for 150 years. Our trust department was founded 90 years ago and works with businesses, non-profits, municipalities, unions, families and individuals throughout the United States and in over a dozen foreign countries. We are proof that private personal banking can stand the test of time and is still a tremendous asset in the 21st century.
Trust Services for Special Needs Clients. Some trust are set up to protect the public benefits available to persons with a disability. With these trusts additional oversight is needed to analyze government benefits that may be available, and to access those benefits before using trust funds. Oversight on both income and expenses on these trusts is the key to avoiding disqualification of the client from available services. Many of these clients are unable to manage their own affairs so the trustee takes on a larger role in managing their day to day affairs. This usually requires assistance from case management service companies, doctors, attorneys and accountants to gather the appropriate benefits from federal, state, local and non-profit entities, manage bank accounts, purchase equipment and assist with education, medical needs, housing and general quality of life.
Tell us about your special needs issue and we will put you in touch with Elizabeth Mowry Hull