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All About First-Party Special Needs Trusts

All About First-Party Special Needs Trusts

May 1, 2025 | Special Needs Trust, Understanding Trust Administration

For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Planning for the Future with Third-Party Special Needs Trusts

Planning for the Future with Third-Party Special Needs Trusts

Mar 3, 2025 | Special Needs Trust, Understanding Trust Administration

One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual’s quality of life without the primary caregiver is a Third-Party Special Needs Trust (third-party SNT). This type of trust...

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