What is the purpose of a Letter of intent?

A Letter of Intent, also referred to as a “Memorandum of Intent,” is an optional companion document to a Special Needs Trust. A Letter of Intent is where you will include important information that your Trustee should know about your child, such as your child’s abilities, routines, likes, and dislikes, and any interests they may have. You may also choose to include medical history, religious beliefs, and background information on your child’s upbringing. While a Letter of Intent is not a legally binding document, it can be a very valuable addition to an SNT because it provides guidance to the Trustee while administering the trust.

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