Alabama Family Trust

Doug Marshall, CPA

In Alabama, an elderly person entering a skilled nursing facility does not need to "spend-down" all assets in order to qualify for Medicaid benefits. Instead, the "spend-down monies can be placed into a pooled special needs trust, such as Alabama Family Trust, and the elderly person can begin receiving Medicaid benefits if otherwise eligible. This can be a tremendous asset to the spouse that remains at home or to children that are trying to provide for the additional things needed by a parent in a nursing home because the trust funds can be used to purchase things such as diapers, pajamas and clothing, a private room, caregivers if needed in the nursing home, and many other things that the elderly person may need while Medicaid begins paying for the monthly room and board at the facility.

About Us

The Alabama Family Trust is a 501c3 nonprofit organization set up in 1994 under Alabama Statute to administer special needs trusts for individuals of all ages with disabilities. We are able to protect the assets of a person with a disability, help enable that person to be Medicaid eligible, and utilize the trust funds to help improve overall quality of life for the beneficiary.

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Service Area

Proudly serving all of Alabama.

Contact Us

Alabama Family Trust

Doug Marshall, CPA

Phone: (205) 313-3915
Toll Free: (844) 238-4630

2820 Columbiana Road, Suite 103
Vestavia, AL 35216



I am very appreciative of the services that you offer to so many families in our state who are THE true beneficiaries of your outstanding commitment! Thanks for all you and your team do to help so many! It is a privilege for me to work with you and to assist your efforts and I will continue to do so in the future!.

- John Merrill, Secretary of State, State of Alabama