WILLS and SPECIAL NEEDS TRUSTS 2025

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  1. Click ‘Get Form’ to open the WILLS and SPECIAL NEEDS TRUSTS document in the editor.
  2. Begin by entering your name, address, phone number, and email in the designated fields. This information is crucial for identification and communication purposes.
  3. Indicate your relationship to the individual with developmental disabilities by checking the appropriate box. This helps clarify eligibility for free registration.
  4. If you are not an adult family member, provide a brief explanation of your interest in attending the workshop in the space provided.
  5. Review all entered information for accuracy before submitting. Ensure that any applicable fees are noted if you are registering as a non-family member.
  6. Once completed, either fax your registration form to 304.558.0941 or mail it along with any necessary payment to the specified address.

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There are two types of special needs trusts, first-party and third-party. First-party means the disabled individual uses their own assets to fund the trust. Third-party means someone else establishes the trust with the disabled person as the beneficiary.
Developmental down syndrome, autism, dyslexia, processing disorders. Behavioral/Emotional ADD, bi-polar, oppositional defiance disorder, etc. Sensory Impaired Blind, visually impaired, deaf, limited hearing.
There are several types of Special Needs Trust (SNT): First-Party Special Needs Trusts, Third-Party Special Needs Trusts, and Pooled Special Needs Trusts.
These include administrative complexity, ongoing legal expenses, and restrictions on how funds can be used for the beneficiary. Additionally, upon the beneficiarys passing, any remaining trust assets might be subject to reimbursement claims.
By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trusts primary beneficiary dies.