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9:00 10:45 am Special Needs Estate & Future Planning presented by Brian Rubin, JD & Benjamin Rubin, JD, LLM, Rubin Law This session will cover the who, what, where, when, why and how of Government
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How to fill out special needs trust attorney

01
Gather all necessary documentation related to the special needs individual, including medical records, financial documents, and insurance information.
02
Research reputable special needs trust attorneys in your area and schedule consultations to discuss your specific needs and goals.
03
Choose an attorney who is experienced in creating special needs trusts and has a proven track record of success.
04
Work closely with your attorney to understand the process of setting up a special needs trust, including funding the trust and naming a trustee.
05
Review and sign all necessary legal documents to ensure that the trust is properly established and will meet the needs of your loved one.

Who needs special needs trust attorney?

01
Individuals with disabilities who require long-term care and support
02
Families with a loved one who has a disability and wants to ensure their financial security
03
Parents of children with special needs who are planning for their future care and financial stability
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A special needs trust attorney is a legal professional who specializes in creating and managing trusts specifically designed to benefit individuals with disabilities, ensuring they receive necessary care without jeopardizing their eligibility for essential government benefits.
Generally, a special needs trust must be established by the individual with a disability, a parent, a grandparent, a legal guardian, or a court on behalf of the individual. However, the attorney assists in the proper filing and setup of the trust.
Filling out a special needs trust typically involves providing personal information about the beneficiary, defining the purpose of the trust, selecting a trustee, and determining how the trust assets will be managed and distributed. It's advisable to consult with a special needs trust attorney to ensure compliance with legal requirements.
The purpose of a special needs trust attorney is to guide families and individuals in establishing trusts that protect the financial interests of people with disabilities, ensuring they can receive necessary aid without losing access to government benefits.
The information typically required includes the names and contact details of the beneficiary and trustee, the terms of the trust, information about the assets being placed in the trust, and the purpose of the trust, as well as compliance with applicable laws and regulations.
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