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Special Needs Trusts
Leaving money directly to someone with a disability can affect their access to Medicaid, SSI, and other programs. A Special Needs Trust allows you to provide for them without putting those benefits at risk.
Uniform Transfers to Minors Accouts (UTMA) accounts are an easy and inexpensive way for parents, grandparents and other well meaning individuals to make irrevocable gifts to minors without the expense of creating a formal trust.
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Unlike a support trust which direct that funds be used for the health, welfare, and support of a beneficiary, a Special Needs Trust (SNT) is a discretionary trust created to supplement the beneficiary’s basic needs.
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Estate planning is important for all families, but especially so for families with a special needs child. This is because without appropriate estate planning, a well-meaning parent can inadvertently disqualify his or her special needs
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