The settlement planning industry is changing rapidly – our settlement trust solutions are the driving force behind this change.
Affordable Trust Solutions
Each of our trust types are materially less expensive to establish than our competitors, at just $250 per trust.
Lowest Trustee Fees
Preserve principal trust assets with the lowest trustee fees in the industry.
Same Day Distributions
In most cases approved distribution requests may be turned around in as little as one business day. With various distribution options like wires, checks, automatic distribution and point of sale cards, we deliver the flexibility beneficiaries need.
Our Settlement Trust Types Cover an Entire Spectrum of Settlement Needs.
1st Party (Self-Settled) Settlement Protection Trust™
The Settlement Protection Trust™ is the most cost-effective, trust-based solution for those seeking to avoid the “retention risk” penalty of using a pooled trust. The Settlement Protection Trust™ can structure distributions as taxable to ensure the beneficiary qualifies for available tax subsidies and credits.
1st Party (Self-Settled)(d)(4)(A) Special Needs Trust (SNT)
The 1st Party (Self-Settled) (d)(4)(A) Special Needs Trust (SNT) is established under 42 USC 1396p (d)(4)(A). Predominantly utilized by a disabled beneficiary that cannot otherwise qualify for Medicaid because their assets are too great. By using EPTC’s Settlement Protection Trust with Special Needs provisions, (SNT), a beneficiary is able to preserve their eligibility for government benefits, such as SSI and Medicaid, while maintaining access to their settlement award.
Combination 1st Party (Self-Settled) Special Needs Trust (SNT) + Medicare Set-Aside Trust (MSA)
The combination 1st Party (Self-Settled) Special Needs Trust (SNT) + Medicare Set-Aside Trust (MSA) is a combination of two robust trust types, maximizing an individual’s government benefits, Medicare benefits, and settlement proceeds with a Medicare set-aside option.
Our Settlement Protection Trust Advantages
May be established as a (d)(4)(A) Special Needs Trust or Settlement Protection Trust™
Offers a combination SNT+MSA trust type
Integrates with QSF 360™ for single and multi-claimant events
Dedicated team of experienced professionals who review and process requests
Integrates with C3BR™ for court ordered blocked, restricted, and custodial accounts for minors, incompetent adults, or unlocatable persons
Supporting document library, 24/7 online access to balance, positions, statements, transaction history, and more
Talk to a Settlement Protection Trust Expert
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Eastern Point Trust has become the fastest growing trust company in the United States through the administration of trusts related to some of the most recognized cases in recent history.
Corporate Vision’s Small Business Awards Winner
Best Trust Company & Custodian - (USA) Most Innovative QSF Solution: QSF360™ (USA)
Recognizable Trusts Administered by EPTC
EPTC has handled all or a portion of the below trusts. A comprehensive list of notable trusts can be provided upon request.
BP OIL SPILL/ DEEPWATER HORIZON
INDONESIA JETCRASH FLIGHT 152
AIR PHILIPPINES FLIGHT 531
VW GROUP OF AMERICA INC SETTLEMENT (DIESEL CASE)
MADOFF INTERNATIONAL RECOVERY FUND
EPTC supports NFF
A portion of Eastern Point’s revenue is dedicated to providing funding for priority reforestation and enhanced wildlife habitat by supporting the National Forest Foundation’s 50 Million for Forrest campaign.
Eastern Point Trust Company offers a variety of trust services, trust administration services, self-help support software, attorney support software, and document management systems, all of which provide self-service automated software solutions. Fees charged are solely for trustee services or licensing fees to access the self-help system, and fees are not a drafting or document preparation fee. The content herein is provided as, and limited to, information and descriptions of the features and benefits of Eastern Point Trust Company’s services, products, and the requirements of the trustee when applicable. This website is for informational purposes only and is not an offer to sell, a solicitation, or an offer to buy any security or legal or trust services. The information herein is not intended to be legal or investment advisory advice, and should not be constructed as legal or investment advisory advice. Eastern Point Trust Company and its affiliated companies are not law firms, are not a lawyer referral service, and do not act as your attorney or investment advisor. Eastern Point Trust Company is not a substitute for the advice of an attorney or an investment advisor; as such, Eastern Point Trust Company does not provide any advice, explanation, opinion, or recommendation about possible legal rights, express any legal guidance on the matters contained herein, nor provide investment advice or management. As appropriate, seek the advice of an attorney if you have questions concerning legal questions, remedies, defenses, or options; or seek the advice of a licensed investment advisor related to trust holding(s) or investments. Eastern Point Trust Company and its affiliated companies are not a broker dealer and only forward your instructions to executing custodians/broker dealers. Your accessing and utilization of this website constitutes your agreement to the Terms and Conditions as shown herein. Please review them carefully as they contain important information, disclosures and are legally binding.