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Planning for the future of an individual with special needs requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility and legal documents such as special needs trusts and guardianships.  There are important financial considerations as well for providing not just lifetime care, but quality of life.

All professional fees that pertain to setting-up a Special Needs Trust and/or preservation of assets in a Special Needs Trust are tax deductible.
 

The Special Needs Trust is the ONLY reliable method to make sure your inheritance and gifts benefit your child with a disability without jeopardizing their governmental benefits.

A properly drafted Special Needs Estate and Financial Plan will specify that the money is not to replace the benefits, but is to supplement them and ensure that funding is available to meet your goals. The funds you leave behind can then be used for extra medical care, personal items such as TV's, radios, computers, vacations, companionship, advocates or any other item or service to enhance your child's self-esteem or situation except for food and clothing.

 

 
In planning for the future of your child or dependent, remember that you are the primary expert, but you may also need to turn to a number of other experts for assistance on such things as special needs estate planning. Though many of these issues can seem overwhelming, it is important you take the time with those experts today to provide for your child's tomorrow.