Future TrustsSPECIAL NEEDS TRUST PLANNINGPlan for their tomorrow

FOR THE PEOPLE YOU LOVE

A future full of possibility.
A plan built around your child.

You know your child better than anyone. Explore how special needs trust planning can help you prepare for their long-term support, care, and independence—through every stage of life.

Care for today. Plan for tomorrow.
SUPPORT THE LIFE THEY LOVE PLAN FOR THE YEARS AHEAD

START HERE

Explore a plan for their future.

Complete the short form to request information about special needs trusts and planning for your family.

This form uses TrustedForm to document your interaction and consent.

Two women smiling together, one with her arm around the other, who uses a wheelchair

Their life. Their interests.
Their future.

A good plan begins with the person—not the paperwork. The everyday moments, familiar routines, and opportunities to connect are part of what you are planning for.

Special needs trust planning can be one part of a wider conversation about supporting your child’s choices and quality of life over time.

01 / WHY PLANNING MATTERS

The love is already there. Give it a long-term plan.

A special needs trust is a legal arrangement that can hold and manage assets for a person with a disability. With appropriate planning, it may help provide additional support while taking needs-based benefits into account.

✦01

Benefits-Aware Planning

Explore how a properly structured and administered trust may work alongside benefits such as SSI and Medicaid. Eligibility depends on the trust, distributions, and applicable rules.

↗02

Everyday Quality of Life

Consider support for education, therapies, transportation, recreation, and other needs that help your child participate in the life they enjoy.

◎03

Continuity of Support

Think through who will manage trust funds, how decisions will be made, and how support can continue when family circumstances change.

◇04

A Coordinated Family Plan

Review how gifts, inheritances, beneficiary designations, and your estate plan fit together, with guidance from qualified professionals.

02 / WHO THIS IS FOR

For families thinking beyond the here and now.

Whether your child is young or already an adult, planning starts with the same question: how can we help support the life they want to lead?

Parents, grandparents, and other loved ones may want to explore how future financial support can be coordinated with benefits, care preferences, and the people who will be there along the way.

Today, you’re there.
Plan for the support that comes next.

Some of the most important details live in the little things: a favorite activity, a trusted routine, or the way your child prefers to communicate.

Alongside financial planning, documenting care preferences and sharing them with future supporters can help keep your child’s voice at the center.

Let’s start with your family
A caregiver offering a drink to a young person who uses a wheelchair

03 / HOW IT WORKS

Getting started is simple.

You do not need to have every answer before you begin. A short introduction can help you identify the questions that matter for your family.

  1. 01

    Share your contact details

    Complete the four-field form with your name, email address, phone number, and state.

  2. 02

    Discuss your priorities

    Discuss your family’s goals, existing plans, and questions about future support. Trust documents and legal decisions should be reviewed with a qualified attorney.

  3. 03

    Explore your options

    Learn about trust planning considerations, potential funding approaches, and next steps that may fit your family’s circumstances.

You see their possibilities.
Start planning for their tomorrow.

Take the next step toward a thoughtful plan for your child’s future, with their needs, preferences, and possibilities at the center.

Explore My Options