Lifetime Supplemental Needs, Estate Distribution

Lifetime Supplemental Needs

A special needs trust, also known as a supplemental needs trust, is a type of trust that can provide benefits to minors and physically or mentally challenged individuals. It can be established as a lifetime or testamentary trust, meaning it can be set up either while the grantor is living or by a will, to take effect only upon the death of the client.

Estate Distribution

Special Needs Estate Planning focuses on providing for the needs of your loved ones with disabilities when you are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all the legal, financial, and special care needs of their children, both now and in the future.

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