Special Needs Trusts

An Enhanced Level Of Care For Special Needs

Our personal trust group has a dedicated team that specializes in managing the unique needs of those with impaired health or reasoning. This focused team has the expertise, judgment and professional resources required to find creative and meaningful solutions for those individuals with disabilities.

How city national can help

  • We help ensure a full and fulfilling lifestyle for loved ones - without impacting eligibility for government programs.
  • You will work with a single point of contact that is knowledgeable about, and sensitive to, the issues surrounding special needs individuals and their families.
  • We work closely with your family and your attorney to determine the most effective and compassionate use of resources to ensure long-term financial security.

Quality of life for the client & guidance for their family

When it comes to special needs trusts, we believe in doing what's best for the client - helping maximize quality of life and independent living. At the same time, we provide support and guidance to those closest to the special needs client - their family.

Getting Started

To learn more, call us at (800) 773-7100, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online or visit one of our local City National locations.

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value