special needs planning is done

specifically for people who are

receiving or will be receiving federal

and state government benefits so this

can be anything from

medicaid disability

housing assistance food stamps

and the essence is

in order for someone to leave their

inheritance to these this person

we create what are called either first

person

funded or third-party funded

special needs trust

so a person can create one for

themselves

in order to preserve their benefits or

someone else can create one for them

either through a during life or an inter

vivos special needs trust

or through what’s called a testamentary

special needs trust that’s created at

death through their last will and

testament