Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

Trusts & Estates

read
Trusts & Estates

A Primer on Planning for Special Needs Beneficiaries

by Jeremiah H. Barlow, JD | WealthCounsel

When working with clients who have special needs beneficiaries, it is important to understand how their financial and medical benefits work and how to draft a trust that provides for the special needs beneficiary without jeopardizing his or her benefits.

This article provides an overview of key issues to consider when working with clients who have special needs beneficiaries, such as how governmental benefits work, and the various design considerations within a special needs trust. This topic is of particular importance to the author because his sister and cousin are autistic, and he have designed plans for both his parents and aunt and uncle to ensure the long-term care of their children.


Complete the form to get your free guide

Related Resources

Special Needs Trust Sample thumbnail
read
Trusts & Estates

Special/Supplemental Needs Trust Sample

Download our Special/Supplemental Needs Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.

Learn More
IB special needs act thumbnail
read
Trusts & Estates

Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts

Download this brief to learn about changes to the establishment of first party special needs trusts for disabled and special needs individuals.

Learn More
WCQ 2 Q2016 ABLE accounts thumbnail
read
Trusts & Estates

The Developing “Able Account” Laws

Download this article by Elliot Smith, JD to learn more about how to create tax-leveraged opportunities for clients using ABLE accounts that may complement Special Needs Trust planning.

Learn More

Get the Premier Magazine for Industry Thought Leaders