A special needs trust is created for the sole benefit of a disabled or mentally ill beneficiary.
There are many benefits of a special needs trust in estate planning:
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Funds used to create a special needs trust are tax-deductible. To maximize the percentage your loved one receives, consider creating a trust.
The trustee named in the trust will have complete discretion over the trust property and will be in charge of spending money on your loved one’s behalf.
Creditors are not allowed to file a lawsuit against a special needs trust. Special needs trust funds are used for the beneficiary.
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Our experts verify all special needs trust information during your personal interview
Note: You may consider performing annual audits on the trustee to make sure they are following the trust terms.
Funds used to create a special needs trust are tax-deductible.
Creditors also may not file a lawsuit against a special needs trust for monies owed. Special needs trust funds are used for the beneficiary.
Trust assets may be used to buy a variety of goods and services for your loved one such as:
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