Special Needs

Essential Considerations of Special Needs Trusts, Planning, and Guardianship

When planning for individuals with special needs, it’s vital to have the right legal documents in place, such as a Special Needs Trust (SNT), which protects eligibility for government benefits while securing financial stability. A letter of intent outlines care instructions, and a Power of Attorney (POA) designates someone to make financial and legal decisions on the individual’s behalf. ACTEC Fellows who specialize in special needs planning explain what you need to know.

Supported Decision-Making

Supported Decision-Making

Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have.

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Special Needs Trusts

Special Needs Trusts

Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.

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Choosing an Executor or Trustee

Choosing an Executor or Trustee

Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.

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