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Special Needs Trusts, Special Needs Planning and Guardianship

Special_Needs_295When 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. 


Understanding Special Needs Trusts

There are several types of Special Needs Trust (SNT): First-Party Special Needs Trusts, Third-Party Special Needs Trusts, and Pooled Special Needs Trusts. Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.



Tips for Managing Digital Assets of a Deceased or Disabled Person

Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.



Special Needs Trusts

A special needs trust, also known as a supplemental needs trust, is a type of irrevocable trust that can provide benefits to minors and developmentally or mentally challenged individuals. Estate planning experts discuss the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.



Alternatives to Guardianship

What is guardianship, also known as conservatorship, and what are the alternatives to guardianship? Learn about alternatives to guardianship, including revocable trusts, POA, medical orders and social security options from experts.  



Supported Decision-Making

An alternative to guardianship for individuals with developmental disabilities is supported decision-making. When is supported decision-making appropriate and when is it not? Learn how it works, including an overview of a pilot program in New York, from experts on this topic.



How to Choose your Executor or Trustee

Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about the duties of an executor or trustee, traits to look for when selecting an individual(s) executor or trustee and when to consider a corporate trustee.  



What is a Revocable Trust and do I Need One?

"What is a Revocable Trust and Do I Need One?” is a common question among families beginning estate planning. Professor Mary F. Radford frequently gives presentations on estate planning and guardianship and shares her insights with families in this video.