Effective special needs planning often involves creating a special needs trust. A special needs trust is a critical component of effective estate planning if you have a loved one with a disability who you want to provide for after you pass away.
Typically, this is a “third-party” special needs trust, also known as a supplemental needs trust, where a third party (a parent or grandparent) uses their own assets to fund the trust. Third-party trusts can be established either as a stand-alone trust created during the lifetime of the parent or grandparent or within an existing living trust that comes into existence after the death of the parent or grandparent.
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