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Sample Special Needs Trust Form

Sample Special Needs Trust Form

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Instructions and help about Sample Special Needs Trust

Hi my name is Kathleen Hayes and I’m a special needs planning attorney in Glastonbury, Connecticut. And today we're talking about the 4 things you should know about third party special needs trusts, also known as third party supplemental needs trusts. Number 1. Who creates the third party special needs trust? Anybody other than the individual with a disability creates the third party special needs trust. Number 2. Whose money goes into the third party special needs trust? Money that belongs to anyone other than the individual with a disability. So most often, in my practice, I see a parent or grandparent creating a third party special needs trust to leave money, gifts, or an inheritance to an individual with a disability in a way that will protect the benefits that that individual is receiving. Number 3. Who manages the money once it's in the trust? The money is managed by a Trustee who can be a parent, grandparent, a friend, or a profession individual acting as a Tru

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