The Special Needs Trust

Planning for a loved one with special needs requires a unique and thoughtful approach. This class explores how to create a clear estate plan that ensures your family member is supported for life without accidentally disrupting their eligibility for vital government benefits like Medicaid and SSI.

We’ll break down how Special Needs Trusts work, how to choose the right trustee, and how to coordinate your legal documents with your everyday care plan. Come get your questions answered and leave with a clear plan for your family's peace of mind.