Special Needs Planning

Special needs trusts allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and still be eligible for certain government programs. Special needs trusts are drafted so the funds are not an “available resource” in determining eligibility for public benefits. These trusts typically pay for things like education, recreation, counseling, and medical attention beyond the simple necessities of life. View our frequently asked questions videos below.

Should I consider a trust or some other type of special planning for my special needs child? Presented by: Peggy Hoyt

What special planning should I do for my special needs child? Presented by: Sarah AuMiller

Still have questions? Call our office today, 407-977-8080.