Sadly, many personal injury settlements do not last more than five years. Unexpected expenses, overspending, and ‘too-good-to-be-true’ investments are all scenarios that can exhaust a settlement before it fully meets your needs. However, this doesn’t have to happen to you.
A Settlement Preservation Trust (SPT), with a professional acting as trustee, or as co-trustee along with a family member, can ensure that your settlement proceeds are carefully managed to last as long as your needs.
SPI partners with Capital First Trust Company, one of the country’s most experienced Settlement Preservation Trust companies, on every SPT. A Capital First Trust Company SPT offers a range of distribution methods, and competitive features, benefits and advantages that are customized to you and your specific needs.
Interested in a Special Needs Trust or a Settlement Preservation Trust? Give us a call at 503-699-8929 or 800-666-5584 to get started.