Anchor for Special Needs
Company

Anchor for Special Needs

Funds And Trusts Your Questions and Concerns. 2 employees
Employees
2

Anchor for Special Needs Overview

Headquarters
Your Questions and Concerns.
Industry
Funds And Trusts
Employees
2
Founded
2015
NAICS
Funds, Trusts, and Other Financial Vehicles

About Anchor for Special Needs

Anchor For Special Needs, Inc. is a national 501(C)(3) nonprofit that operates a pooled special needs trust, and acts as the trustee and administrator for individual special needs trusts with diligence and respect for all disabled individuals and their families. Founded in 2015, Anchor For Special Needs, Inc. was established to relieve the confusion and fear around trust establishment and administration by providing a client experience that is responsive, personal, and human. Anchor For Special Needs, Inc. operates in 49 states (excluding CT) and is not a retaining trust - meaning once Medicaid is paid back its claims your remaining funds will be distributed to the beneficiary of your choosing. At Anchor For Special Needs, Inc. we hold ourselves to the highest ethical standards and are committed to providing a responsive and reliable client experience to ensure your needs are met and your questions are answered. Whether through a pooled special needs trust account, individual special needs trust administration or community informational support, Anchor is your safe harbor for special needs. How can Anchor for Special Needs Help You? •No minimum or maximum corpus for pooled trust accounts •Low Fees. •A cost-effective, convenient way to preserve needs-based benefits •Hundreds of hours of experience with Medicaid and Supplemental Security Income (SSI) rules. •Free thirty-minute exploratory consultation. •Personalized help to address your questions and concerns. •Coordination with legal representatives, such as conservators and guardians. •Providing education regarding special needs trusts and public benefits, including continuing legal education.

Anchor for Special Needs Contact Details

People in AeroLeads
2

Anchor for Special Needs Org Chart

Sample employees and titles
Name Title Contact
Riley Heidt Administrative Assistant at Anchor
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Nicholas Modglin, Mpa, Cnp Mpa Graduate - Certified Nonprofit
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