A Parent's Guide to
Setting Up a Special Needs Trust
Please complete the form to download the PDF.
Planning for your child's
financial security when you are gone?
Create a properly drafted SNT.
Provide the money to fund the trust.
A Parent's Guide to Setting Up a to Special Needs Trust will include:
- SNT Quick Reference Guide
- What is a special needs trust?
- Who is involved in a SNT?
- Why set up an SNT?
- Types of SNTs
- When and how the trust should be funded.
- Types of Trusts
- Who will be Trustee?
- Trustee Responsibilities
- Options for choosing a Trustee
- Guardians & Trustees
- Information for Trustees
- Helpful Tips for planning with a SNT
- Avoiding common mistakes