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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Alabama Family Trust

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Vestavia Hills, AL
Alabama Family Trust

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Alabama Family Trust helps individuals with disabilities protect Medicaid and SSI eligibility through professionally managed special needs trusts.

Learn how we can help. The Alabama Family Trust represents the highest level of professionalism, cost efficiency and management of all Special (or supplemental) Needs Trusts for the families we serve. The Alabama Family Trust is a unique public service created by state law to provide special needs trusts for disabled persons of all ages as safe havens for financial resources to assure important benefits from SSI and Medicaid and as to protect from fraud or exploitation.

10/31/2026

Planning for your family's financial future doesn't have to be a scary time.

Understanding your options to protect your benefits can help you feel ready for important decisions.

10/29/2026

Behind every planning decision are real people, families, and priorities.

We believe understanding your options is an important part of preparing for the future.

Hear from the people and families who help explain why thoughtful planning matters.

10/27/2026

A serious diagnosis can change a family's priorities and bring unexpected questions about the future.

During Breast Cancer Awareness Month, we're reminded to talk about health, finances, and the people who may depend on us.

Planning ahead is one way to care for the people we love, even when life doesn't go as expected.

10/24/2026

It's football season in Alabama, and Saturday plans are pretty much spoken for.

Whether you're watching from the stands or the couch, we hope you're enjoying the traditions that bring your family together.

10/22/2026

Could an inheritance or unexpected financial gift put your Medicaid benefits at risk?

Understanding Alabama Medicaid rules is important for seniors, individuals with disabilities and their families.

From income and asset limits to nursing home care and special needs trusts, knowing the rules can help you protect important benefits and plan for the future.

“Families need to understand that how money is received and managed can be just as important as the amount,” said Lesley Byars, CEO of Alabama Family Trust.

📖 Read our latest blog to learn more about Alabama Medicaid rules and how a special needs trust may help protect your loved one's financial future.

🔗 https://www.alabamafamilytrust.com/alabama-medicaid-rules-what-families-need-to-know-about-income-assets-and-protecting-benefits/

10/21/2026

October is Breast Cancer Awareness Month, a time to recognize those affected by breast cancer and the families who support them. 💗

Every diagnosis brings different circumstances, challenges, and decisions for individuals and their families. We understand the importance of planning for life's uncertainties and helping families protect the future of their loved ones.

Have questions about supplemental needs trusts for disabled loved ones? Learn more from Alabama Family Trust.

10/21/2026

Protecting quality of life means more than protecting assets.

At Alabama Family Trust, we believe your loved one should continue enjoying the things that bring them happiness, comfort and independence.

Meet Roberta, one of our dedicated team members who works directly with families after a trust is established. She helps guide them through purchasing items and services that enhance their loved one's quality of life.

We understand that navigating a new chapter in life can feel overwhelming. That's why our team is here to offer guidance, compassion and reassurance every step of the way.

💬 "I hope that they feel that they know we want what's best for their loved one just as much as they do." — Roberta

🎥 Watch Roberta share how Alabama Family Trust helps families protect more than finances — we help protect the little joys that make life meaningful.

Learn more at 🌐 www.alabamafamilytrust.com

10/19/2026

Your child may be an adult, but planning for their future doesn't stop at 18.

For parents of adults with disabilities, questions about financial support, government benefits, and long-term care can become increasingly important.

Understanding how a Special Needs Trust works is one way to begin planning for the years ahead.

10/13/2026

Are you planning to leave an inheritance to a loved one with a disability?

An inheritance left directly to someone receiving needs-based benefits, such as SSI or Medicaid, may affect their eligibility.

A Third-Party Special Needs Trust can help families plan for their loved one's financial future while preserving eligibility for certain benefits. Planning ahead can make a difference.

Have questions about supplemental needs trusts for disabled loved ones? Learn more from Alabama Family Trust.

10/09/2026

Protecting your loved one’s quality of life starts with planning for the future. 💙

At Alabama Family Trust, we know families want peace of mind knowing their loved one’s financial resources are protected and professionally managed.

That’s why we partner with Waverly Advisors to offer investment management options designed to meet each family’s needs—from conservative strategies to long-term growth opportunities.

✔️ Professional investment management
✔️ Flexible investment strategies
✔️ Transparency and 24/7 online account access
✔️ Confidence in planning for the future

Wise stewardship today can mean lasting protection tomorrow.

🎥 Watch our video to learn how Alabama Family Trust and Waverly Advisors work together to help families protect resources and enhance lives.

🌐 alabamafamilytrust.com
📞 205-883-8333

Address

100 Centerview Drive , Suite 200
Vestavia Hills, AL
35206

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+12058838333

Website

http://www.alabamafamilytrust.com/

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