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Gathering Information Needed For The Plan.

Start by analyzing the key PEOPLE who are involved:

  • The Beneficiary - How severely disabled? Currently on public benefits? Current housing? Support Network?
  • The Parents - How old? How healthy? When should the trust be set up? Financial resources? Other children?
  • The Trustee - Siblings? Corporate Trustee? Co-Trustees? Trust Protectors

Parents should discuss the Beneficiary’s needs and each other’s ideas about his or her future. If the beneficiary is capable, he or she should contribute his/her desires and ideas. Evaluate wider family support network for capable people you can trust and depend on to play key roles.

Start developing a profile of the Beneficiary - physical, mental, medical, public benefits, living situation, employment options, family support, friends, resources, etc.

Here are examples of the information you will need to document:

  • Personal Information: Name, Date of birth, SSN, Parents' information
  • Your most important objectives for the Beneficiary:
  • Beneficiary's diagnosis and level of functioning, medications
  • Special health care considerations, diet, special equipment
  • Current Health care providers' information
  • List all public benefits (SSI, SSDI, VA, state services) that the Beneficiary is currently receiving: (Type of Benefit and Dollar Amount)
  • Does Beneficiary have any assets in his/her name?:
    If yes, what is the asset and the monetary value
  • Other family members or advocates involved with the Beneficiary, who you can expect to continue to be involved in the future in various roles.
  • Housing options: Current, desired
  • Current social/recreational activities
  • Current financial resources available for the future plan.

Continue to Introduction to Special Needs Trusts

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The above information is provided to educate in a general way and is not intended to provide specific legal or professional advice.

Navigating The
SNEP Process