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• Special Needs Trust

Blog

Special Needs Trust

• IMPORTANT REPORT EVERY SPECIAL NEEDS FAMILY MUST KNOW ABOUT ESTATE PLANNING
• Planning for your autistic child’s future can bring peace of mind
• Five estate planning mistakes made by parents with special needs children
• Could you benefit from a Special Needs Trust?

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News

• Many special needs children lack plans for lifetime of care...
  Posted on 4/17/2009
• Importance of Special Needs Trusts Highlighted by Non-Profit...
  Posted on 3/4/2009

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Library

Special Needs Trust

• Part 11 of 12 - Facts Every Special Needs Family Must Know About Estate Planning
• Part 12 of 12 - Facts Every Special Needs Family Must Know About Estate Planning
• Part 9 of 12 Facts Every Special Needs Family Must Know About Estate Planning
• Part 7 of 12 - Facts Every Special Needs Family Should Know About Estate Planning
• Part 8 of 12 - FACTS EVERY SPECIAL NEEDS FAMILY MUST KNOW

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Part 4 of 12 - Facts Every Special Needs Family Must Know About Estate Planning

Fact # 4 – Discussing the abilities and needs of your special needs child with your estate planner or attorney is the first step in developing a plan.

As the first step in preparing your plan, you should be sharing and discussing information about your finances and assets, the needs of your family members, and especially the needs of your special needs child. With regard to your special needs child, the planner will need to know:

1. The nature of the disability;

2. Specific abilities and challenges (for example: driving, balancing a checkbook, making purchases at a store, reading, feeding and self-care);

3. Educational history and achievement level;

4. Work and salary history;

5. The financial picture (assets and income), including both present and likely future entitlements;
the child’s legal status (adjudicated incapacitated? Court-appointed guardian? Representative payee?);

6. The current and projected future life style, including living and work situations;
the kind of assistance, if any, that may be necessary for managing their financial and personal affairs.

Special Report

Order our Pennsylvania Elder Law Attorney's Guide To Alzheimer's Care

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questions

Special Needs Trust

• Is there a difference between a special needs trust and a supplemental needs trust?

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