Special Needs Trusts

The Parent's Guide to Setting Up a Special Needs Trust eBook & Trustee Toolkit

Download Your Parent's Guide eBook and Trustee Toolkit

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The Parent's Guide eBook contains information it is important to know when setting up a SNT. Included are:

  • An SNT Quick Reference Guide that defines the who, what, when, why and how of SNTs.
  • A discussion of types of trusts.
  • Helpful tips for selecting a trustee.
  • Common mistakes to avoid. 

Also, we created a Trustee Toolkit to aid trustees in fulfilling their fiduciary responsibility: to manage the trust assets to meet the needs of the beneficiary. Included are:

  • Helpful do's and don'ts of trustee actions.
  • Information about trust distributions and trustee fees.
  • A fillable Trustee Time Log.

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Please fill in the form to download your copy. 

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