ACTEC Estate Planning Essentials

Special Needs Trusts, Special Needs Planning and Guardianship


What is a Special Needs Trust?

When estate planning for people with special needs, caretakers need crucial legal documents, including a Special Needs Trust (SNT). An SNT safeguards the beneficiary’s financial future without jeopardizing government benefits. A letter of intent provides detailed instructions for their care, and a Power of Attorney (POA) designates someone to make legal and financial decisions on their behalf if necessary. Get guidance from ACTEC Fellows experienced in special needs planning so you may take informed steps to help your loved one. 

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Videos for Families of Special Needs Individuals

ACTEC Estate Planning Essentials is a comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning.