In light of 2026 and recent changes in laws and benefit rules in prior years, special needs planning continues to evolve.
Learn what this means for trusts, ABLE accounts, and long-term planning in today’s environment.
Read more: https://t.co/EimoQYhnXX
Evie Curtis is excited to attend the Annual Conference of the Academy of Special Needs Planners and we’re grateful to be exhibiting this year! Looking forward to connecting with this incredible community.
Moving to a new state? Your estate plan moves with you - but it may not work the same way.
Don’t overlook the role of your trustee:
https://t.co/6fpT3CHm4G
Special needs planning takes a team - attorneys, financial planners, trustees, care managers, and loved ones. Together, they support legal, financial, and daily care needs to build a secure, sustainable future. Learn more: https://t.co/KhtYwvf5D3
Special needs planning takes a team - attorneys, financial planners, trustees, care managers, and loved ones. Together, they support legal, financial, and daily care needs to build a secure, sustainable future. Learn more: https://t.co/KhtYwvf5D3
Today we honor the legacy of Dr. Martin Luther King Jr. and his timeless reminder that “the time is always right to do right.” May his words continue to inspire positive action, justice, and service in our communities, today and always.
Happy Holidays from Assured Trust Company! 🎄✨
We are grateful to our clients, colleagues, and partners for a wonderful year and wish you a joyful holiday season. See you in 2026!
Note our holiday office hours:
· 12/24 – Closing at noon
· 12/25 & 12/26 – Closed
· 1/1 – Closed
Collaboration is key in special needs planning. Our latest article explores how professionals and families can work together to ensure a person-centered approach to trust administration. 💙
Read more:
https://t.co/fpuvXaS7r4
Artificial Intelligence is opening new doors in special needs planning - helping professionals and families stay organized, improve communication, and make more informed decisions.
https://t.co/dDPApgIy4K
Assured Trust Company is excited to attend this week’s National Conference on Special Needs Planning and Special Needs Trusts, hosted by Stetson University College of Law. Be sure to visit us at our exhibitor booth!
💜 Kudos to Kansas - one of only 5 states with a Purple Alert system to help find missing adults with cognitive or developmental disabilities. This is a big step toward protecting some of our most vulnerable neighbors.
https://t.co/ozQKMyEGyQ
Protecting your wealth and your loved ones...At Assured Trust, our personalized trust administration + care management makes it possible.
https://t.co/lnKgS9lUk0
At Assured Trust Company, our First-Party Special Needs Trust administration expertise can help protect financial security while maintaining access to needs-based benefits.
Discover how we can support you and your loved one - visit https://t.co/hf8SbeU1rh or call 913.521.9200.
🌟 Happy Labor Day from all of us at Assured Trust Company!
In observance of the holiday, our office will be closed on Monday, September 1st. Wishing you a safe and enjoyable day as we honor the hard work and dedication of so many.
When a legal settlement is meant to last a lifetime, proper planning is essential. Our latest article shares how Assured Trust Company helps families with settlement planning, care needs, and more.
https://t.co/nFkUn5ISbb
Big News from the SSA: On August 11, 2025, the Social Security Administration added 13 new conditions to its Compassionate Allowances List (CAL), bringing the total to 300 vital reasons to fast-track disability benefits.
Learn more:
https://t.co/Mjy2zw5cca
Caring for a loved one goes beyond finances. It’s about dignity, support & peace of mind. 💙 Through Assured Care Company, Assured Trust clients receive compassionate care management, tailored to every need.
https://t.co/K5OsMIP4ZO
People with disabilities now have a brighter path to financial independence with the proposed ABLE Employment Flexibility Act! Think of this as a new & improved ABLE Act.
https://t.co/4NtlwQkh7q
Some people need help managing their benefits. Assured Trust Company can serve as a Representative Payee, ensuring funds are used for our clients’ well-being & security.
Learn more:
https://t.co/RgFDk8xL9O