We have long delivered professional Trust and Estate planning, Special Needs Trusts and Guardianship Services with a highly personalized and human touch. Whether you’re a business owner, a not-for-profit organization, or an individual seeking to establish a legacy for the future, our expert Trust Officers work with your legal and accounting advisors to help protect your assets, carry out your plans, and give you peace of mind.
Trust & Estate Administration
We make planning easy and secure. After all, Trust is in our name and our DNA. Our advisors understand that no two cases are alike and that every relationship requires a personalized plan, special handling, and close communication to ensure you receive the best possible client experience.
Special Needs Trust & Guardianship Services
At Orange Bank & Trust we specialize in providing Supplemental Needs Trust (SNT) services to protect the financial security of individuals with disabilities. Our SNT services are tailored to enhance the quality of life for beneficiaries without jeopardizing their eligibility for crucial government assistance programs. With our expert management, you can ensure that your loved one’s future is secure.
A Supplemental Needs Trust allows a trustee to manage assets for the benefit of an individual with special needs, while still allowing the beneficiary to receive government aid. The trust can be used to pay for expenses that government benefits do not cover, such as education, healthcare, personal care, transportation, and other quality-of-life expenses.
Not Insured by FDIC; Not Deposits; and May lose value.
Contact Us
Trust & Estate Administration: 845-341-5181 | Special Needs Trust: 914-298-9374
