Our Team

Helping individuals, attorneys & structured settlement brokers
set up Special Needs Trusts across America.


William E. Lindahl – Executive Director

He speaks nationally on settlement strategies to protect ongoing eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI). He is a member of the Academy of Special Needs Planners. He holds a Masters in Business Administration, Bachelors in Applied Behavioral Sciences and is a Licensed Professional Fiduciary (CLPF).

Will has personally established thousands Special Needs Trust accounts over the past eighteen years. He continues to help disabled individuals, settlement planners and attorneys address complex settlement issues for those clients’ that utilize or are eligible for needs based government benefits.

On a personal note, Mr. Lindahl is a melanoma of the eye cancer survivor and as a result is visually impaired. He brings an intimate understanding and compassion to his work with the disabled community.

Sara Toor – Director of Operations/Trust Officer

 

 

 

 

 

 

 

 

Jeremy Sanchez – Senior Trust Officer

 

 

 

 

 

 

 

 

Harold Meza – Trust Officer

 

 

 

 

 

 

 

 

Cameron Lindahl – Trust Officer

 

 

 

 

 

 

 

 

Sherry Lindahl – Trust Officer

 

 

 

 

 

 

 

 

Yuli – Trust Administrator

 

 

 

 

 

 

 

 

Angela – Trust Administrator

 

 

 

 

 

 

 

 

Yesenia – Trust Administrator

 

 

 

 

 

 

 

 

Lisa – Trust Administrator