Advocacy Trust
Advocacy Trust is a premier Tennessee-chartered trust company that specializes in providing fiduciary and administrative services to individuals who have experienced life-disrupting events, such as personal injury or disability. Headquartered in Tennessee to take advantage of favorable trust and asset protection laws, the firm operates nationally with a significant presence in Mooresville, North Carolina. Advocacy Trust is part of The Forge Companies, a holistic platform that integrates settlement planning, wealth management, and trust services to help plaintiffs and their families navigate the complexities of financial recovery and long-term security. The firm is widely recognized for its expertise in Special Needs Trusts (SNTs), Settlement Protection Trusts, and Medicare Set-Aside (MSA) accounts. What makes Advocacy Trust unique is its 'advocate' approach, where trust officers act as fiduciaries dedicated to preserving a beneficiary's eligibility for government benefits like Medicaid and Supplemental Security Income (SSI) while ensuring their funds are available for quality-of-life enhancements. They serve a diverse client base, including families, individuals with disabilities, personal injury attorneys, and financial advisors, offering a level of personalized care and hands-on support that distinguishes them from traditional retail banks.
Mooresville, NC
Care types: Elder Law
Trust signals
- License: Tennessee-chartered Trust Company
- Languages: English
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- DIGITAL HEALTH INNOVATION LEARNING LAB
- Duke Health Lake Norman Hospital
- Lake Norman Regional Medical Center
- Lake Norman Home Health
- Cadence Mooresville