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This Guide to Planning Ahead is presented to Compliments of **This is the inside cover**Important Records for You and Your Loved Ones with Special Needs This booklet is designed to provide guidance

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How to fill out snt planning guide-final 7-3-12doc

01

To fill out the SNT planning guide, follow these points:

02

- Begin by gathering all relevant financial and personal information.

03

- Read through the guide thoroughly to understand the purpose and sections of the document.

04

- Start with the personal information section and provide accurate details about the individual for whom the SNT is being planned.

05

- Move on to the financial information section and include details about assets, income, and expenses.

06

- Proceed to the section on special needs and outline the specific care requirements and support needed.

07

- Consider any government benefits or entitlements that the individual is receiving or may be eligible for in the future and provide details.

08

- Provide information about the chosen trustee or trustees who will manage the SNT.

09

- Complete any additional sections or questions as required by the guide.

10

- Review the filled out planning guide for accuracy and completeness.

11

- Make copies of the completed guide for reference and file the original in a secure location.

12

- Periodically review and update the SNT planning guide to reflect any changes in financial or personal circumstances.

Who needs snt planning guide-final 7-3-12doc?

01

The SNT planning guide is beneficial for individuals or families who have a loved one with special needs and want to ensure their long-term care and financial stability.

02

It is particularly useful for parents or guardians who are planning for the future care of their child with special needs.

03

Attorneys, financial planners, or professionals working in the field of estate planning may also refer to the SNT planning guide to assist their clients.

04

Anyone interested in understanding the process and considerations involved in creating a Special Needs Trust (SNT) can benefit from using this guide.

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