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Special Needs Trusts

Introduction to Special Needs Trusts

In preparation for a loved one's long-term well-being, special needs trusts (SNTs) are an invaluable planning tool. A special needs trust can provide fiduciary management and oversight for a loved one unable to manage property or funds due to physical…

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Special Needs Trusts and the SECURE Act

Individuals of any age with disabilities can establish a special needs trust, also known as a supplemental needs trust, to maintain eligibility for government benefits. Under the SSA expenditure rules, an SNT can provide additional monies to enhance the beneficiary’s…

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