Specialized Services

Often referred to as a Supplemental Needs Trust, the 1834 Trust team excels in creating Special Needs Trusts. This unique approach is an estate planning tool that enables a person with a disability or functional needs to receive financial support without negatively impacting any Federal benefits they’re receiving, such as Medicaid or Supplemental Security Income (SSI).

From planned giving to establishing a formal foundation or endowment, we can offer a full spectrum of value-added services in the philanthropic arena for individuals and businesses.

When it comes to dissecting a compensation package and fully comprehending each piece, turn to the wealth professionals at 1834. Our team will take a detailed view of your salary, benefits, bonuses, stock options, stock, performance shares, and any perquisites to ensure you have a firm understanding of your total compensation and how it fits into your broader wealth plan.

We partner with small and mid-sized businesses to help them prepare for the future of their company – whether that be selling the business, transitioning ownership to family members or transferring ownership to other executives or employees. Our expertise can help you navigate:

• Sustainability and growth of the business or its assets — under the current structure or after sale or restructuring
• A successful, planned transition when the business is family-owned
• Tax efficiency as it relates to income and/or estate taxes associated with a transfer of ownership
• Facilitation of retirement for the current leadership generation