Wealth.com does not create standalone trusts or specialized trusts within our estate planning documents for beneficiaries with special needs.
While our documents authorize a trustee to consider various factors when making distributions from a trust, including the beneficiary's circumstances and eligibility for government benefits, we cannot advise whether our trust language would be sufficient to adequately cover any particular situation. Therefore, we advise individuals who anticipate having a special needs beneficiary to consult with an attorney.
If you need assistance in drafting a trust that includes special needs provisions, we recommend reaching out to an attorney. Each state has unique requirements regarding special needs, and an attorney who is knowledgeable about the laws in your specific state will be best equipped to provide guidance on this matter. The attorney can help tailor the trust to meet your individual situation and comply with state regulations.
Users have the option to work with an attorney of your choice, or we can reach out to an attorney from our network who may be able to help. While we cannot guarantee the attorney in your state will be able to assist in drafting this trust, we can absolutely inquire on your behalf before making an introduction.