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Special Needs Trust Creation and Management Guide

For parents and by those who serve as trustees or managers of Special Needs Trusts. Get your copy now!


I want to know my wishes will be honored. What steps can I take to ensure my future and my legacy?

Do not wait until you are in a family or health crisis. It is critical to get a good estate plan in place. First, you must sign basic estate planning documents, including your living trust, your Durable Power of Attorney, your Advance Directive, and Family Protection or Dynasty Trusts for your children. You must be sure that assets (other than retirement accounts) are titled in your trust. You must pick reliable individuals to manage your estate if you become ill or incapacitated.

You are an individual. No one plan makes sense for everyone. After we get to know you, we can develop a plan that respects your wishes and ensures that your wishes – for your children and your grandchildren – will be honored. By doing things the right way up front, you can save your family and heirs massive problems and expenses.

For more information on Living Trusts, click here and for more information on Family Protection Trusts, click here.

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