Special Needs Trust Program
The trustee plays a critical role in the management of the special needs trust. When working with pooled trust programs such as The Arc of Northern Virginia, the Trustee is responsible for the management and investment of the trust funds.
We have chosen Key Bank as our trustee, with more than 190 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to their customers.
A trusted and valued partner in serving our trust clients, Key Bank handles disbursements, manages investments, generates reports, keeps accurate records, and prepares tax forms. Taking on this complex and detailed work, our trustee relieves relatives from this burden. Parents, siblings, or other caregivers can focus on other needs of their loved one with a disability, knowing that the financial plan is being carried out to their wishes.
Transfer stocks and investments to your special needs trust in-kind without cashing them out. KeyBank works with you and your financial institution to ensure a smooth transition.
KeyBank can settle an estate as the executor, co-executor, personal representative, or co-personal representative. KeyBank will also serve as successor trustee. Our relationship with KeyBank is unique. The team works with clients to develop a focused, personalized approach to managing investments and planning for the future.
As a 501(c)(3) nonprofit organization, The Arc of Northern Virginia relies on private support from individuals, corporations, organizations, and foundations to fund our efforts. Your generous donations help make it possible for us to provide programs, services, and advocacy so that people with IDD can live “A Life Like Yours.”
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