Estate Planning: The Basics of a Special Needs Trust

Taxes January 12, 2024 

Estate Planning: The Basics of a Special Needs Trust

A special needs trust is an irrevocable trust that supplements public assistance benefits available to a disabled child. Assets and income can be used to pay for items like travel, education, recreation, rehabilitation and medical expenses that aren’t covered by public assistance.

Ken Berry, JD

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...