Date(s) & Time(s)::
November 21, 2011 at 7:00 PM until 8:30 PM
Location: Easter Seals ARC 4919 Coldwater Road, Fort Wayne
Phone: Susan Crowell 1-260-637-4409
Special Needs Trusts: Options and Alternatives
Melissa Justice Director
The Arc of Indiana Master Trust
Serving Hoosiers of all disabilities and their families since 1988.
Achieve with us.
Melissa Justice, Trust Director of The Arc Master Trust, will cover all the ins and outs of creating a special needs trust
through The Arc of Indiana Master Trust – one of the first pooled Special Needs Trusts in the country.
Prior to assuming the position of Trust Director in 2008, Melissa served The Arc for twelve years as Controller for The Arc of
Indiana, and later as both Controller and supervisor for financial management of The Arc Master Trust.
Nancy Bean, CTFA
Assistant Vice President, Trust Officer
Tower Private Advisors
Nancy will talk about financial and estate planning for people with special needs, and will offer an overview of
individually managed trusts. Nancy Bean is a Trust Officer at Tower Trust Company, headquartered in Fort Wayne. With ten years of trust experience, Nancy has administered a wide variety of Trust accounts and enjoys working with individuals with special needs and their families. Both situations allow for people to set aside funds today or upon passing to continue public funding for services and to
allow for appropriate expenditures on personal needs.
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