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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 5

by Thomas D. Begley, Jr., CELA General This is the final part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to plan.  Part 2 discussed the use of Self-Settled Special Needs Trusts (SSSNTs).  Part 3 discussed Third Party Special Needs Trusts (TPSNT).  Part 4 discussed Pooled…

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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 4

by Thomas D. Begley, Jr., CELA General This is the fourth part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust.  Part 2 discussed Self-Settled Special Needs Trusts (SSSNTs).  Part 3 discussed Third Party Special Needs Trusts (TPSNT).  This article will focus on…

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SETTLEMENT PROTECTION TRUSTS

by Thomas D. Begley, Jr., Esquire, CELA What is a Settlement Protection Trust? A Settlement Protection Trust (SPT) is a support trust designed to provide for the health, education, maintenance, and support of the beneficiary.  Support includes buying a home, a vehicle, and arranging for a case manager as appropriate.  SPTs are generally used for…

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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 3

by Thomas D. Begley, Jr., CELA General This is the third part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust and some of the requirements for a Special Needs Trust (SNT).  Part 2 discussed Self-Settled Special Needs Trusts (SSSNTs).  This article will…

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