Why should I establish a special needs trust?

Once a child with special needs reaches adulthood, eligibility for important assistance programs such as Medicaid and Supplemental Security Income (SSI) will be based, in part, on the applicant’s income and assets. Making direct gifts to an adult with special needs, therefore, can inadvertently cause a loss of benefits. A special needs trust, however, allows you to make gifts to a beneficiary with special needs without jeopardizing eligibility for assistance. In addition, while an ABLE Account requires the age of disability to have occurred prior to the beneficiary turning 26, SNTs have no such age restriction.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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