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Estate Planning

Overview

Revocable Living Trusts

Will Portfolio

Irrevocable Life Insurance Trusts

Special Needs Trusts

Charitable Remainder Trusts

Asset Protection

Overview

Corporations

LLC's

Qualified Personal Residence Trusts

LTC Planning

Overview

Request Info

LTC/Medi-Cal Statistics

Paying for Long Term Care

FAQs

Disability and Financial Public Assistance

Legal Plan

Overview

Benefits

Similarity to Health Insurance

Facts

FAQs

Additional Services

Overview

Durable Power of Attorney

Advance Health Care Directive

Deed Preparation and Recording

Homestead Declaration

Small Estate Affidavit

Traveling Notary Service

Identity Theft Protection

DocuBank

Overview

Accredited BBB Company

DocuBank
New Member Benefit: Manage and Control your Healthcare Decisions

Special Needs Trust
  1. What is a Special Needs Trust?
  2. When Might A Special Needs Trust Be Created?
  3. If having money will cause problems for my disabled child, can't I just leave that money to his brother and sister and ask that they look after their sibling?
  4. What government benefits can be coordinated with a Special Needs Trust?
  5. Does the existence of a Special Needs Trust qualify the beneficiary for public benefits?
  6. What is a "supplemental benefits" trust?

What is a "supplemental benefits" trust?

Some lawyers prefer to use the term "supplemental benefits" rather than "special needs." Occasionally the term "supplemental needs" is used. All are interchangeable, and describe the purpose of the trust rather than being a limited legal term.

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This publication is designed to provide accurate information in regard to the subject matter covered.  It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


 
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