Transparent competitive bidding that protects the trustee, documents fair market value, and produces a court-ready record of every sale. Real estate, collections, equipment, vehicles, and more. Serving trustees and attorneys across Montana.
Special Needs Trust asset sales involve legal obligations, fiduciary exposure, and family concerns. We understand the process and work professionally with everyone at the table.
You carry personal liability for the outcome. Auction gives you a documented, defensible sale at fair market value -- with a complete paper trail that demonstrates you fulfilled your fiduciary obligation.
We work alongside attorneys to structure the process to meet fiduciary requirements and produce documentation for court, Medicaid compliance, and beneficiary accounting.
When a trust holds property that needs to be sold, family members want to know the process is fair, transparent, and handled professionally. We make sure it is.
When a Special Needs Trust holds real estate or personal property, the trustee has a legal obligation to sell those assets at documented fair market value through a defensible process. The trustee carries personal liability for the outcome -- and needs a sale process that produces the documentation to prove the obligation was met.
Whether the trust is a first-party SNT funded by a personal injury settlement with Medicaid payback obligations, a third-party trust established by family with assets passing to heirs, or a pooled trust managed by a nonprofit organization -- the standard is the same. The sale must demonstrate fair market value. The process must be transparent. And the trustee needs a documented record that holds up to scrutiny from beneficiaries, courts, or Medicaid agencies.
National Auction USA provides a transparent, competitive auction process built specifically for these obligations -- documented bidding, verified participants, and a complete paper trail delivered at closing.
National Auction USA handles every asset type commonly held in a Special Needs Trust -- real estate, collections, valuables, equipment, and vehicles. One auction company for every asset inside the trust.
Residential homes and primary residences, vacant land and lots, commercial property, agricultural land and ranch property, investment and rental property, mineral rights.
Trust-held real estate carries the highest fiduciary exposure of any asset class. Every sale must be documented, defensible, and structured to prove fair market value was achieved. National Auction USA handles trust real estate across Montana with a process built specifically for trustee obligations -- as-is condition, defined timeline, documented results.
Firearms collections, coins and currency, jewelry and precious metals, fine art.
High-value personal property held in a trust requires the same fiduciary care as real estate. We connect trust assets to qualified, motivated buyers and document every step of the process.
Classic and collector vehicles, agricultural equipment, heavy equipment.
Whether the trust holds a single collector vehicle or a working ranch's worth of equipment, we have the buyer network and auction experience to achieve competitive, documented results.
Auction produces what a trustee actually needs -- a documented, transparent, competitive process that proves fair market value was achieved. Every bid recorded, every participant verified, every marketing effort reportable. That record is the trustee's protection.
Competitive bidding establishes price through an open market process. The result is a documented record that demonstrates fair market value -- the standard trustees are held to.
Know your closing date before the auction starts. Real estate auctions typically close in 30-45 days -- reducing carrying costs and trust administration time.
Every registered bidder is a verified participant. The trustee can demonstrate that the property was offered to qualified buyers through a transparent, publicly marketed process.
Marketing reach, bidder registration, competitive results, and closing documentation -- all recorded and reportable. A fiduciary-grade record for court, Medicaid compliance, and beneficiary accounting.
Properties sell in current condition. No trust funds spent on repairs, updates, or concessions. The trust's resources stay available for beneficiaries or required distributions.
Clear communication, honest condition reporting, and full transparency from engagement through closing. Every step documented. No surprises.
For real estate, the trust pays zero auction fees. The trust receives 100% of the winning bid. National Auction USA is compensated through a buyer's premium paid by the winning bidder on top of the sale price.
The buyer's premium varies based on the value and scope of the property. For some real estate auctions, upfront marketing costs may apply -- this is always reviewed and agreed upon during the asset assessment before any commitment is made.
For personal property -- collections, vehicles, equipment -- fee structure is scoped individually based on asset type and auction format. Every engagement is structured to maximize what the trust receives.
Their standard closing costs
Property taxes prorated to closing date
No auction fee -- zero commission to the trust
Some auction formats: upfront marketing costs may apply (agreed upon in advance)
Remaining proceeds available for Medicaid payback or beneficiary distribution
Buyer's premium (paid on top of winning bid)
Their closing costs
Inspections (if they choose to conduct any)
Appraisals (if they choose to obtain one)
Four steps: a no-cost consultation, an asset assessment with auction format recommendation, competitive auction execution with full documentation, and closing with a complete fiduciary paper trail delivered to the trustee.
We review the trust assets, timeline, and trustee obligations at no cost. No commitment required.
We evaluate real estate and personal property and recommend the right auction format for each asset type and the trust's specific circumstances.
Competitive bidding, documented results, full transparency throughout. Every bid recorded. Every participant verified. Marketing reach reported.
Complete paper trail delivered. Fiduciary record intact. The trustee has everything needed to demonstrate a transparent, fair-market sale.
Whether you are an attorney, trustee, or family member -- we will walk you through the process at no cost or obligation.
All inquiries are confidential. Serving trustees and attorneys across Montana.