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