Special Needs Trust


Are you the parent, grandparent or guardian of a child with special needs? When it comes to planning for the future, financially, special needs children and those with disabilities present some special challenges. What might be the best scenario for someone else may not be the best for you.

For example …

• Is accepting a generous financial gift from a grandparent in their best interest? Maybe not.

• Could disinheriting your special needs child be beneficial? Surprisingly, it may be.

If either of these examples leave you scratching your head, it may be time to speak with a qualified financial professional … preferably someone with experience in dealing with the complexities involved in the financial well-being of special needs and differently-abled children.

“Our audience has told us, financial planning related matters within the disability community are second in importance to only diagnosis and treatment of specific disorders.” – Exceptional Parent Magazine, July 2003

Are there financial products and services that could, potentially, help to improve quality of life for people with special needs, as well as their families and caregivers? Absolutely.

If you would like to learn more, please contact me. I would welcome the opportunity to speak with you, at no charge.