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Funding a Special Needs Trust

By Miles Hurley | April 27, 2021

Our recent blogs have discussed when to create a Special Needs Trust (SNT) including the various types of SNTs to consider. This week we will explain the critical importance of properly funding a Special Needs Trust. What does it mean to “fund” a trust? To put it simply, funding a trust means transferring assets into…

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

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