Guardianship & Special Needs Trust Services

Taking care of family members with specific needs

MB has many years of experience in serving as the court-appointed guardian of the estates of minors and disabled adults, as well as the trustee of special needs trusts which are often supervised by a court. The administration of special needs trusts requires careful coordination to avoid disqualifying a beneficiary from receiving governmental benefits such as Medicaid and Social Security.

When acting as guardian of an estate or trustee of a special needs trust, MB appreciates the importance of partnering with the family and others so that a loved one receives the best possible care.    

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This information is not intended to be legal, investment or tax advice and should not be relied upon. MB Financial Bank, N.A. and its affiliates do not provide legal or tax advice. You should review your particular circumstances with your legal and tax advisors. 
 

Research and commentary

MB’s Asset Management and Trust Group presents the most recent review of the market.