Special Needs and Disability Trust Services
When the need arises for a professional trustee experienced in the administration of special needs and disability trusts1, choose the experienced fiduciary professionals at Bank of Oklahoma Private Wealth. Our trust officers and portfolio managers have specialized education and professional designations. We administer each trust with the beneficiary’s best interests in mind and tailor our services to each client's unique situation.
A full suite of trust and financial services to help meet your needs
Bank of Oklahoma provides professional Special Needs Trust services to meet your specific needs. Each client receives personalized management from a trust officer, a portfolio manager and, if needed, a specialty asset manager for assets such as real estate or mineral and oil and gas management.
Our goal is to ensure the administration of the trust complies with its terms and in a manner that allows disabled individuals to continue to qualify for or seek governmental benefits such as Medicaid, Medicare, SSI, SSDI, and state-specific waiver programs as may be appropriate.
Our trust officers are experienced in the specialized policies and procedures for administration on special needs trusts and are committed to serving as trustee under applicable state laws.
Flexible to Beneficiary Needs
- Efficient processing of distributions to meet the needs of trust beneficiaries.
- Investment portfolios designed to meet short- and long-term needs.
Our team offers support with understanding of and respect for the unique needs of the beneficiary. Our clients are treated with compassion and dignity.