Boston Asset Management is on the cutting edge of the latest strategies and planning techniques. Our primary objective is to reduce your fiduciary liability under the Prudent Investors Act. Our experts will consult you on the difficult matters involved in managing the assets of any trust.

Through our relationship with The Center for Special Needs Trust Administration (a non-profit organization), Boston Asset Management (BAM) successfully developed and currently manages the assets for the following Special Needs Trusts:

• Disability Trusts (d)(4)(A) - disability trusts for persons under 65, payback provision
• Pooled Trusts (d)(4)(C) - disability trust that must be managed by a non-profit organization, no age requirement, no absolute payback provision:
  • The Florida Pooled Trust - one of the largest pooled trusts in the country.
  • The National Pooled Trust
  • The California Pooled Trust
  • The Tennessee Pooled Trust
  • The Louisiana Pooled Trust
  • The Ohio Pooled Trust
  • The Pooled Trust of Minnesota

BAM also facilitates money management for:

• Settlement Preservation Trusts
• Third Party Pooled Trusts
• Escrow Agreements
• Defective Trusts
• 468(b) - Qualified Settlement Funds

Are you a Guardian?

• BAM can provide you with detailed solutions to the complicated issues you face. Moreover, BAM has extensive experience managing the assets of guardianship accounts.

Not only can we manage the assets of your trust/guardianship account but we can provide you with consultation on the difficult problems you encounter. Contact us now to utilize our experience and nationwide database of attorneys standing by to serve your needs.

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