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Special Needs Planning


Preparing for special-needs challenges through financial planning

Special needs planning is important for creating lasting financial security for individuals with special needs. No two situations are alike, but one common thread in handling the unknown is the importance of flexible, thoughtful life planning. Costs for caring for you or a loved one with special needs can be exorbitant even for wealthy individuals, and good planning can help stretch those assets to provide a lifetime of security.

When you have a family member or loved one with special needs, you need a partner with experience in creating a plan to ensure your loved one is cared for, today and as long as they need.

Navigating the patchwork of programs, benefits, and concerns can be challenging. That’s where our dedicated Special Needs Planning unit comes in.

Your BMT team can
help guide you through:

  • Special needs trusts
  • Disability trusts
  • Post-settlement planning
  • Guardianships
  • Incapacity strategies
  • Specialized lifestyle trusts for substance abuse or mental health concerns

How do I plan for a loved one who needs support?

Investment Management

BMT’s investment approach is to develop customized long-term solutions for everyone’s needs. Our investment advisors are an integral part of your team and understand the nuances associated with planning for special needs of each of their clients and will work in concert with you and the rest of your team to develop the portfolio designed to fulfill your needs

Fiduciary Services

BMT is recognized for its unique expertise in specialized and complex trust administration.

Our team of professionals include fiduciary experts who will strive to ensure that the financial and estate plan for you or your loved-one is precisely executed.

How we
support you

  • Dedicated Financial Advisory Team
  • Comprehensive Planning
  • Investment Management Through the Lens of Special Needs

Tomorrow Starts Today