Special Needs Trust Foundation

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

PO Box 1890, Lakeside, California, 92040...

Phone Number

(858) 268-4800

Revenue

<$5 Million

Industry

Finance Banking Organizations Securities Trading Non-Profit & Charitable Organizations
ZI Rank: 1
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About Special Needs Trust Foundation

The Special Needs Trust Foundation serves as a trustee for both 1st party and 3rd party Special Needs Trusts, enabling individuals and families to leave assets for their loved ones while preserving their eligibility for government benefits. Their services are designed to assist individuals with special needs in maintaining support from programs like SSI and Medi-Cal without jeopardizing these benefits. The foundation provides resources and guidance on how to effectively use trusts, including necessary documents and forms. Their intended clients include individuals with disabilities and their families, as well as those looking to establish trusts for their loved ones.Explore more
Special Needs Trust Foundation's Social MediaPopular SearchesSpecial Needs Trust FoundationUnyeway IncSpecial Children Foundation Inc0mitzi Paul Special Needs TrustMitzi Paul Special Needs TrustSIC Code 67,673NAICS Code 52,523Show more

Special Needs Trust Foundation Org Chart

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Accounting Bookkeeper

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Bookkeeper

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Bookkeeper

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Administrative Assistant

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Top Executive

Special Needs Trust Found...

<$5M
1-10
Private
-
1989
SP
Shawna ParksAccounting Bookkeeper
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
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-
1989
TL
Thalia LiraDirector, Client Services
<$5M
1-10
Private
-
2009
DR
Daniel RayDirector, Compliance & Chief Investment Officer
<$5M
1-10
Private
-
2005
JC
Junior CorriaPresident & CEO
<$5M
1-10
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-
HB
Howard BerkExecutive Director
<$5M
1-10
Private
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1993
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Special Needs Trust Foundation is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Special Needs Trust Foundation is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Special Needs Trust Foundation.

Special Needs Trust Foundation Tech Stack

A closer look at the technologies used by Special Needs Trust Foundation

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Frequently Asked Questions Regarding Special Needs Trust Foundation

What is Special Needs Trust Foundation's official website?
Special Needs Trust Foundation's official website is www.sntf-sd.org
What is Special Needs Trust Foundation's Revenue?
Special Needs Trust Foundation's revenue is <$5 Million
What is Special Needs Trust Foundation's SIC code?
Special Needs Trust Foundation's SIC: 67,673
What is Special Needs Trust Foundation's NAICS code?
Special Needs Trust Foundation's NAICS: 52,523
How many employees does Special Needs Trust Foundation have?
Special Needs Trust Foundation has 1-10 employees
What industry does Special Needs Trust Foundation belong to?
Special Needs Trust Foundation is in the industry of: Finance, Banking, Organizations
What is Special Needs Trust Foundation competition?
Special Needs Trust Foundation top competitors include: Life Plan of Kentucky, Jc Financial Network, Midwest Special Needs Trust, Wealth Advisors Trust
What technology does Special Needs Trust Foundation use?
Some of the popular technologies that Special Needs Trust Foundation uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft 365
How do I contact Special Needs Trust Foundation?
Special Needs Trust Foundation contact info: Phone number: (858) 268-4800 Website: www.sntf-sd.org
What does Special Needs Trust Foundation do?

The Special Needs Trust Foundation serves as a trustee for both 1st party and 3rd party Special Needs Trusts, enabling individuals and families to leave assets for their loved ones while preserving their eligibility for government benefits. Their services are designed to assist individuals with special needs in maintaining support from programs lik... e SSI and Medi-Cal without jeopardizing these benefits. The foundation provides resources and guidance on how to effectively use trusts, including necessary documents and forms. Their intended clients include individuals with disabilities and their families, as well as those looking to establish trusts for their loved ones.Read More

What are Special Needs Trust Foundation social media links?
Special Needs Trust Foundation Linkedin page
Is Special Needs Trust Foundation a public company?
Special Needs Trust Foundation is private company therefore does not currently have an official ticker symbol
See more information about Special Needs Trust Foundation

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