Posts by Allison Bren Ferris
Helping Beneficiaries Thrive
Allison Ferris, Chief Fiduciary Officer
Explore how a First-Party Special Needs Trust can support accessible homeownership, enhance a beneficiary’s quality of life, and balance public benefit eligibility with long-term financial sustainability.
Read MoreChoosing Wisely: Picking the Right Fiduciary to Administer Your Third Party Special Needs Trust (SNT)
Making sure their loved one is cared for in the future is top of mind for many families. Selection of the right fiduciary to serve as trustee of a Third Party SNT can bring peace of mind. For families living in Washington, Oregon, and Idaho, it is important to find the right financial institution to…
Read MoreEnsuring a Secure Future: The Critical Role of Third Party Special Needs Trusts
Imagine being the parent of a child living with a significant disability. Your daily life is filled with navigating therapies, medical appointments, and education plans – all while quietly worrying about the future. For many parents across Washington State, the future is a real concern. What happens when you’re no longer around to provide care?…
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