The entire, printable document to complete this outline is available by clicking here.
Estate Planning Our Struggle Tough Challenges Common Strategies Distribution to Sibling Distribution to a Special Needs Trust Testamentary or Inter Vivos (During Lifetime)? Revocable or Irrevocable? Types of Special Needs Trusts Third-Party Special Needs Trusts Choice of Trustee Funding the Trust Housing Needs Health Needs Social Needs Family Relationships General Review and Update Medi-Cal Payback (d)(4)(A) Trusts (First Party or Self Settled Pooled (d)(4)(c) Trusts (First Party or Self Settled