Plan for Your Loved One's Future with Confidence

Explore the resources below, including:

• A recording and review of the live event and accompanying review
• A downloadable guide covering key considerations for Special Needs Trusts 
• Access to our Special Needs Trusts team for answers to your specific situation 

Panel Key Takeaways:

• Building relationships with healthcare providers, schools, support organizations, and parent networks helps families become stronger advocates for their loved ones.
• Special Needs Trusts are designed to supplement, not replace, government benefits and can fund quality-of-life expenses.
• Understanding the difference between First-Party and Third-Party Trusts is important, particularly regarding funding sources and Medicaid payback requirements.
• Selecting the right trustee is critical because of their essential role in managing the trust and making informed decisions that help protect the beneficiary’s long-term financial well-being and eligibility for public benefits.
• ABLE Accounts can complement a special needs planning strategy by offering tax-free saving tools.

Review the Guide:

• Special Needs Trusts help provide financial support for individuals with disabilities while preserving eligibility for important government benefits such as SSI and Medicaid.
• Trust funds can be used to enhance quality of life by covering expenses such as specialized care, therapies, education, caregiving support, recreation, and other needs not covered by benefits. 
• When paired with an ABLE account, families can create a flexible plan that supports long-term financial security and greater independence for a loved one with special needs.