Trusts & Estates
Special/Supplemental Needs Trust Sample
Download our sample special needs trust and see how Wealth Docx® makes drafting these types of trusts simple. Discover how a carefully crafted special needs trust can help your clients care for their loved ones, while not disqualifying them from receiving government benefits. For flexibility, Wealth Docx provides users with the ability to incorporate special/supplemental needs trust language in several document templates, including revocable living trusts, wills, and pour-over wills. Helpful on-screen text and links assist the user in understanding the various power of appointment options related to the special needs trust, as well as trust distribution options.
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Related Resources
Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts
Download this brief to learn about changes to the establishment of first party special needs trusts for disabled and special needs individuals.
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A Primer on Planning for Special Needs Beneficiaries
Download this article for an overview of key issues to consider when working with clients who have special needs beneficiaries, including preservation of benefits.
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The Developing “Able Account” Laws
Download this article by Elliot Smith, JD to learn more about how to create tax-leveraged opportunities for clients using ABLE accounts that may complement Special Needs Trust planning.
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