Summary
The forms and information you need for peace of mind...
If you care for a child or other loved one with a disability, you’ve no doubt thought about what will happen when you’re no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."
Special Needs Trusts shows you how to leave any amount of money to your disabled loved one, without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document.
Funds in a special needs trust can make a big difference in quality of life by paying for:
- annual independent check-ups
- personal care attendant or escort
- vehicles and transportation
- insurance
- rehabilitation
- essential dietary needs
- materials for recreation
- trips or vacations
- entertainment
- athletic training or competitions
- and much more
Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides information about your loved one. It includes the forms you need as tear-outs and on CD-ROM.
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