Explaining Special Needs Trusts

Raymond James wealth management group has published a 5 page document for clients that explains special needs trusts.  Special Needs Trusts Providing for a Family Member with a Disability or Special Needs provides an overview of SNTs, the types of SNTs, how they work, and how they are managed. (I know that there are many such documents out there, and many are designed for the organization’s clients.) I thought the graphics in this one were useful, so I’m passing on the info to you, for what it’s worth.  (Full disclosure, one of our alums is the Chief Trust Officer for Raymond James). 

If you have run across any similar documents that you think are useful, let us know. After all, it’s August, which means it is time for us to begin thinking about the beginning of the fall semester…and reading assignments for students.