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Trusts are typically straightforward – they are arrangements in which a third party holds assets on behalf of someone else. A special needs trust is a bit more complex. Also known as a discretionary trust, a special needs trust provides for the needs of a child or adult beneficiary who has a disability. The main […]

Here are four benefits to setting up a Special Needs Trust and why you might need it.. 1. They Work With Governmental Programs When you set up a special needs trust correctly, you create a revenue stream that does not impact access to government programs such as SSI or Medi-Cal. The money or assets in […]

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