Understanding the Roles in a Special Needs Trust

Special Needs Trusts can be a critical planning tool, helping protect individuals with disabilities while preserving eligibility for essential government benefits. Understanding the roles and parties involved is key to ensuring the trust works as intended. 👉 Book a Call at https://www.cunninghamlegal.com/book-... for estate planning, special needs trusts, and benefits planning.

In this webinar, attorney and author Jim Cunningham explains the key roles within a Special Needs Trust, including the beneficiary, trustee, successor trustees, and the party funding the trust. He also breaks down the important differences between First-Party and Third-Party Special Needs Trusts, and how each impacts benefits, administration, and long-term planning.

If you want clarity on who should create, fund, and manage a Special Needs Trust, this webinar provides the guidance you need.

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