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2013 NAE PC Webinar SPECIAL NEEDS TRUSTS: Whatever Estate Planning Professional Needs To Know Bernard A. Brooks, JD, CPA, LL.M, CELL, AEP Pittman Brooks LLP www.littmankrooks.comSpecial Needs TrustsThird
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How to Fill Out Special Needs Trusts:

01
Start by gathering all relevant information, including the beneficiary's personal details, financial information, and the specific needs and goals of the trust.
02
Consult with an attorney who specializes in special needs trusts to ensure legal compliance and to understand the applicable laws and regulations.
03
Create the trust document, which should include specific instructions on how the trust assets should be managed and distributed for the beneficiary's benefit.
04
Appoint a trustee who will oversee the trust and make decisions on behalf of the beneficiary. It is important to choose a trustee who is knowledgeable about special needs planning and can act in the best interests of the beneficiary.
05
Fund the trust by transferring assets into it. This can include cash, investments, real estate, or any other assets that will be used to support the beneficiary's needs.
06
Regularly review and update the trust document as needed, especially when there are significant changes in the beneficiary's circumstances or financial situation.

Who Needs Special Needs Trusts:

01
Individuals with disabilities who receive public benefits, such as Medicaid or Supplemental Security Income (SSI), may need a special needs trust to preserve their eligibility for these programs while still benefiting from additional financial support.
02
Parents or relatives of a person with disabilities may establish a special needs trust to ensure that their loved one is provided for and supported throughout their lifetime, even after the parents or relatives are no longer able to do so.
03
Special needs trusts can also be beneficial for individuals who receive a large inheritance or settlement, as the trust can help protect those funds and ensure they are used for their intended purpose, such as medical care, housing, education, or other necessary expenses.
In conclusion, filling out a special needs trust involves gathering information, consulting with an attorney, creating a trust document, appointing a trustee, funding the trust, and regularly reviewing and updating it. Special needs trusts are beneficial for individuals with disabilities, their parents or relatives, and those who receive a significant financial windfall.
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A special needs trust is a legal arrangement that allows individuals with disabilities to receive financial support without jeopardizing their eligibility for government benefits.
The trustee or legal guardian of the individual with disabilities is required to file a special needs trust.
To fill out a special needs trust, you will need to gather all relevant financial information, including assets and income, as well as the specific needs and goals of the individual with disabilities.
The purpose of a special needs trust is to ensure that individuals with disabilities can receive financial support while maintaining their eligibility for government benefits.
Information that must be reported on a special needs trust includes the assets and income of the trust, as well as details about the individual with disabilities and their specific needs.
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