If you have a family member with special needs who is receiving government benefits, you don't want to buy some mail-merged form off a website when creating your estate plan. Your family is in a unique situation where you need to be able to create planning that provides for your loved ones without endangering their entitlement to receive government benefits. For most people, the best option is to create a special kind of trust, a Special Needs Trust, to be able to leave a legacy for your family member and protect their benefits at the same time.

However, when setting up these trusts, there can be some small mistakes that families can make that can undo all of the time and energy that you spent on creating your plan. To help start you in the right direction, I've got a short report on the "7 Special Needs Planning Mistakes to Avoid."

In addition to the 7 Mistakes, you'll also get more information on,

  • What is a Special Needs Trust?
  • The 3 Types of Special Needs Trusts
  • Who You Should Choose as a Trustee
  • Characteristics of a Good Trustee
  • General Ideas of How Much to Set Aside for the Trust
  • Working with a Care Manager
  • The Importance of Working With Other Professionals

Get Your Complimentary Copy

If you'd like to learn more about these common mistakes and some other information on Special Needs Trusts, just fill out the form below and you'll get an electronic copy of the report emailed to you.

If you've got more questions about Special Needs Trusts, or you're ready to get started and are looking for help setting one up, let's set up a Legal Strategy Session and help you get the process started!

I'd Like a Copy of the 7 Mistakes Report

Andrew Ayers
Connect with me
I work with business and estate planning clients to craft legal solutions to protect their legacies.