Special Needs Planning
In the vast majority of cases of a child approaching the age of majority, the establishment of trust will be necessary. Under these circumstances and depending on the size of the assets, it may be necessary to use a Special Needs Trusts (SNT). Special Needs Trusts have distinct features and advantages. They are designed to allow financial resources to remain available to individuals with special needs, but not impact the resource limitations of SSI or Medicaid. They protect the immediate invasion of assets by the state Medicaid agency.
There are a number of different Special Needs Trusts. The common factor is that all of them benefit the individual with special needs.
First Party SNT
Third Party SNTs
Contact us to schedule a complimentary, no obligation consultation with our team.
Contact us to inquire about having a WWK professional speak at an event for your special needs organization. Please provide the date, time and location of your event.
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