Special Needs Trusts

Use a trust to leave money to a loved one with a disability—without jeopardizing government benefits.

If you have a loved one with special needs, you might consider setting up a special needs trust to help support that person financially after you die.

Special needs trusts are designed to enhance the quality of life of a person with a disability by maximizing the resources available to them.

Here's an example of what a special needs trust might look like.

The Achieving a Better Life Experience (ABLE) act creates a bank account specifically for people with disabilities.

If you create a special needs trust for a loved one, you will probably fund the trust substantially after your death.

Who will manage your loved one's special needs trust after you're gone?

Special Needs Trust: The Trustee's Job Learn what you'll need to do as the trustee of a special needs trust.

The person serving as trustee of the special needs trust can usually pay for anything for the person with special needs, as long as the purchase is not against public policy or illegal and does n

If you are serving as trustee of a special needs trust, you need to know whether you can use trust funds to pay for food or shelter.

Special needs trusts, which are also sometimes called special treatment trusts or special purpose trusts, are designed to hold assets that can be used for the benefit of someone who is receiving Me

An applicant who has more resources than are allowed by Medicaid can use a self-settled special needs trust to become eligible for Medicaid.

Special needs trusts can be very useful to disabled individuals who have too many assets to qualify for Medicaid.

The special needs trust you make to help loved one will not protect that person's own assets.

Can I make a special needs trust without a lawyer?

What is an irrevocable special needs trust?

What is a testamentary special needs trust?