First Maryland Disability Trust and PLAN of Maryland-D.C., Inc. are proud to announce a new strategic affiliation that will expand access to high-quality trust resources and case management for individuals with special needs and their families throughout Maryland. Learn more.
Please note: Our office will close at 2:00 pm on Friday, May 24 and reopen at 8:00 am Tuesday, May 28.

First Maryland Disability Trust

Trust Management with a Personal Touch

First Maryland Disability Trust specializes in cost-effective, special needs disability trustee services designed to enhance beneficiaries’ quality of life. We provide families, friends, and individuals with the tools to plan for current and future needs. All while protecting eligibility for public disability benefits.

Supporting and encouraging families to plan for the future, including:

  • Special Needs Trusts

  • Special Needs Planning

  • Settlements

  • Inheritance & Unplanned Funds

  • Social Security Administration (SSA) Awards


Special Needs and Disability Trustee Services

First-Party Special Needs Trusts

A first-party disability trust is also called a first-party special needs or supplemental needs trust. It is funded by the individual’s own assets and is used for their personal benefit.

Pooled Trusts / Pooled Asset Trusts (PSNT)
What is a pooled asset trust?

Medicare Set-Aside Trusts (MSA)
What is a medicare set-aside trust?

Payback Trusts
What is a payback trust?

Third-Party Special Needs Trusts

A third-party disability trust is created by family or friends to provide for the wellbeing of an individual with disabilities. It can be funded with assets from any source except the beneficiary’s own. This ensures eligibility for public benefits like Medicare and Supplemental Security Income while maintaing quality of life.

Third-Party Pooled Asset Trusts
What is a third-party pooled asset trust?

Testamentary Trusts
What is a testamentary trust?


Featured In

“As a corporate trustee, Denise Fike’s firm provides cost-effective trust management for people with disabilities to protect, maintain, and use trust assets while preserving their clients’ eligibility for public and private benefits. Working with clients, families, and agencies to improve our clients’ quality of life, we help families create a secure plan for the future of their loved one.” 

— Baltimore Magazine, “30 Women Who Move Maryland”

WE'RE HERE TO HELP

First Maryland Disability Trust, Inc. is a non-profit organization serving individuals with disabilities of all ages throughout Maryland.

Contact us today to find out more about how we can help!

Contact Us

First Maryland Disability Trust

1400 Front Avenue, Suite 303

Lutherville, MD 21093

Phone: 410-296-4408

Fax: 410-296-1290

Email: [email protected]