An Education Focused Service of A Special Needs Plan

Trusts - Part II

trusts special needs planning

A special needs individual can have multiple trusts. It is possible to have grandparents that do not want to participate in the trust set up by parents, but instead want to create their own supplemental or third party trust—that is well within the law. Please, as a grandparent & parent, confirm that your trust is set up properly.

Why is it important to have a Special Needs or Supplemental Needs Trust?

It allows your loved one to qualify for needs based government benefits, SSI and Medicaid. For most families, Medicaid is of primary importance because of all the medical and health expenses that Medicaid will pay.

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