Special Needs Trusts

Planning for a loved one with special needs

By Miles Hurley | November 12, 2024

When planning for a loved one with special needs, it’s crucial to ensure their long-term financial and care needs are met without jeopardizing their government benefits. A Special Needs Trust (SNT) offers a solution by protecting these benefits while preserving assets for future use, ensuring your loved one has the support they need throughout their…

Special Needs Trust: The Basics

By Miles Hurley | April 13, 2021

Establishing a Special Needs Trust (SNT) can provide peace of mind for the families of disabled children and adults in addition to preserving eligibility for public benefits. So, what are the requirements for creating an SNT and is this a complicated process? There are some basic requirements for every SNT. A special needs trust document…

An introduction to Special Needs Trusts

By Miles Hurley | April 6, 2021

Loved ones of all ages with special needs often have increased financial and care needs. Ensuring their long-term welfare presents unique challenges for disabled persons and proper estate planning is especially important. A Special Needs Trust (SNT) can provide the necessary financial support needed without jeopardizing the individual’s government benefits. SNTs can be a way…

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Featured Resources

Essential Estate Planning Documents: Making Choices, Taking Action

Medicaid Eligibility: Myths, Misconceptions and Misinformation

NEW Being Prepared: A Practical Guide to Getting Your Affairs in Order

What to Do When a Loved One Dies Checklist

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