Special Needs, Special Trusts

When it comes to ensuring a loved one with a disability is taken care of, few things are more important than a well-considered plan. And yet, for many, it can often seem as if few things are more difficult than planning for a disabled family member. Often the difficulty arises from a confusion regarding the options that are available and a general lack of available information regarding these options. Our Advisory Estate Planning to Benefit Family Members with Special Needs provides an overview of many available options to address a variety of concerns faced by individuals planning for a disabled loved one.

One common concern is how to provide additional funds for a loved one receiving government benefits without jeopardizing them, although in some cases this will not be a concern, as family do not intend to preserve entitlement to government benefits. One planning technique is to set up a trust to provide a fund for financial support for the disabled person in