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Planning for My Special Child

"Discovering Special Needs Trusts"


 


The entire, printable document to complete this outline is available by clicking here.


   logobullet   Estate Planning


   logobullet   Our Struggle


   logobullet   Tough Challenges


   logobullet   Common Strategies

 

   logobullet   Distribution to Sibling

 

   logobullet   Distribution to a Special Needs Trust

 

       logobullet   Testamentary or Inter Vivos (During Lifetime)?

       logobullet   Revocable or Irrevocable?

       logobullet   Types of Special Needs Trusts

       logobullet   Third-Party Special Needs Trusts

       logobullet   Choice of Trustee

       logobullet   Funding the Trust

       logobullet   Housing Needs

       logobullet   Health Needs

       logobullet   Social Needs

       logobullet   Family Relationships

       logobullet   General

       logobullet   Review and Update

       logobullet   Medi-Cal Payback (d)(4)(A) Trusts (First Party or Self Settled

       logobullet   Pooled (d)(4)(c) Trusts (First Party or Self Settled

 


  
  

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