Special Needs Planning

​What are special needs trusts?

Special needs trusts are created for the benefit of those with physical and/or mental disabilities who lack the capacity to manage their own finances. Trusts are created with the specific needs, lifestyle, and future of the beneficiary in mind. These special needs trusts are used to ensure that the beneficiaries don't lose government benefits they are receiving. The trustees of special needs trusts can be family members or, if an appropriate and trustworthy family member is unavailable, a third party will be appointed by the court. Choosing the right trustee must be done very carefully, especially for special needs trusts that are used for the benefit of a younger person.

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