Special Needs Planning for the High-Net-Worth Family


September 21, 2016

It’s natural for parents of special needs children to worry about their lifelong care—especially because parents know they won’t always be there. Yet, estate planning for special needs relatives can be particularly complex. Without proper planning, funds set aside could inadvertently jeopardize eligibility for vital government benefits.

In our white paper “Special Needs Planning for the High-Net-Worth Family”, we examine the intricacies of special needs trusts (or, “SNTs”). When structured properly, they can help protect access to crucial government programs while also preserving assets earmarked for a disabled family member’s needs.

There are a number of trade-offs involved when establishing an SNT—choices that we at Bernstein can help you fully explore