Special Needs Trusts

A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust that holds funds in a way that preserves the eligibility of an individual for public benefits, such as Medicaid and

Families caring for a person with a disability make many decisions that affect benefits, quality of life, and financial security. Good information reduces stress and helps you avoid costly mistakes. The Special Needs Alliance website

A Letter of Intent (LOI) is an essential document for parents or caregivers that provides critical information about medical needs, routines, preferences, and long-term care plans of a child with special needs. It provides detailed

Every parent worries about whether their child’s well-being in the event of a tragedy. These concerns are compounded for parents of children with special needs, who may not have the capacity to communicate their needs

Understanding the differences between first-party and third-party Special Needs Trusts is important when planning for a loved one with special needs. Both types of trusts serve to protect the beneficiary’s eligibility for government benefits, but

Several parents have contacted me recently about setting up stand-alone special needs trust for their children. Unlike a supplemental needs trust that is created in a Will and funded at death, a stand-alone special needs