Funding the Special Needs Trust

• By: Stephen A. Ehrens, CPA, CLTC Northwestern Mutual Financial Network
• July 1st, 2011
• estate planning, financial planning, financial security, government benefits, life insurance, long-term care, Special Needs Trusts, trust funding
• 2152    0

Parents or guardians of a dependent with special needs are likely to be familiar with the legal document commonly known as the special needs trust. With the help of an attorney who has expertise in this area, they’ve come to understand that the purpose of the special needs trust is to provide...