{"id":1201,"date":"2023-08-01T11:45:57","date_gmt":"2023-08-01T15:45:57","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?page_id=1201"},"modified":"2023-10-18T08:46:54","modified_gmt":"2023-10-18T12:46:54","slug":"special-needs","status":"publish","type":"page","link":"https:\/\/actec.matrixdev.net\/estate-planning-essentials\/special-needs\/","title":{"rendered":"Special Needs Trusts, Special Needs Planning and Guardianship"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading is-style-no-margin-top\"><em>What is a  Special Needs Trust?<\/em><\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>When estate planning for people with special needs, caretakers need crucial legal documents, including a Special Needs Trust (SNT). An SNT safeguards the beneficiary\u2019s financial future without jeopardizing government benefits. A letter of intent provides detailed instructions for their care, and a Power of Attorney (POA) designates someone to make legal and financial decisions on their behalf if necessary. Get guidance from ACTEC Fellows experienced in special needs planning so you may take informed steps to help your loved one.&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull mg-find-a-fellow-cta has-secondary-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:24%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"327\" height=\"159\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/Find_Lawyer.svg\" alt=\"text: find an actec lawyer\" class=\"wp-image-6908\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">    <div class=\"mg-directory-mini-form mg-directory-ref\" data-search-result-page=\"https:\/\/actec.matrixdev.net\/find-a-lawyer\/fellow-search-results\/\">\r\n    <\/div>\r\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading alignfull\">Videos for Families of Special Needs Individuals<\/h2>\n\n\n\n<p class=\"has-heading-font-family has-large-font-size\">ACTEC Estate Planning Essentials is a comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. <\/p>\n\n\n    <div id=\"mg-video-list-block_d5f5af1d5aab362f3f4719b614ef18a4\" class=\"mg-block-video-list alignfull\">\r\n        <ul class=\"flex flex-row flex-wrap justify-start gap-12 p-0 m-0\">\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/special-needs-trusts\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/21-ACTC_Video_SpecialNeeds_1920x1080-1200x675.jpg\" alt=\"Special Needs Trusts\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/special-needs-trusts\/\">\r\n                        <h3>Special Needs Trusts<\/h3>\r\n                    <\/a>\r\n                    <p> Estate planning experts explain the different types of special needs trusts, considerations to avoid losing public benefits like Medicaid, and potential pitfalls.<\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/understanding-special-needs-trusts\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/08\/65-ACTC_Video_SpecialNeedsTrusts_1920x1080-1200x675.jpg\" alt=\"Understanding Special Needs Trusts\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/understanding-special-needs-trusts\/\">\r\n                        <h3>Understanding Special Needs Trusts<\/h3>\r\n                    <\/a>\r\n                    <p> Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.<\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/supported-decision-making\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/39-ACTC_Video_SDM_1920x1080-1200x675.jpg\" alt=\"Supported Decision-Making\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/supported-decision-making\/\">\r\n                        <h3>Supported Decision-Making<\/h3>\r\n                    <\/a>\r\n                    <p> Experts on supported decision-making explain how this alternative to guardianship for individuals with disabilities works and answer questions families may have<\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/alternatives-to-guardianship\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/07\/40-ACTC_Video_GuardianAlternatives_1920x1080-1200x675.jpg\" alt=\"Alternatives to Guardianship\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/alternatives-to-guardianship\/\">\r\n                        <h3>Alternatives to Guardianship<\/h3>\r\n                    <\/a>\r\n                    <p> Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts.   <\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/tips-for-managing-digital-assets-of-a-deceased-or-disabled-person\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/59-ACTC_Video_DisabledAssets_1920x108060-1200x675.jpg\" alt=\"Tips for Managing Digital Assets of a Deceased or Disabled Person\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/tips-for-managing-digital-assets-of-a-deceased-or-disabled-person\/\">\r\n                        <h3>Tips for Managing Digital Assets of a Deceased or Disabled Person<\/h3>\r\n                    <\/a>\r\n                    <p> Tips for adding a legacy contact to email\/social media accounts and executors accessing digital property of disabled\/deceased persons with no legacy contact.<\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/how-to-choose-your-executor-or-trustee\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/10-ACTC_Video_ChooseExecutor_1920x1080-1200x675.jpg\" alt=\"How to Choose Your Executor or Trustee\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/how-to-choose-your-executor-or-trustee\/\">\r\n                        <h3>How to Choose Your Executor or Trustee<\/h3>\r\n                    <\/a>\r\n                    <p> Learn how to select the right executor or trustee for your estate, their responsibilities, and other considerations of note for a smooth estate transition.<\/p>\r\n                <\/li>\r\n                            <li class=\"mg-block-video-list--card list-none p-0 m-0\">\r\n                    <div class=\"mg-block-video-list--thumbnail p-0 m-0 bg-primary aspect-video overflow-clip relative\">\r\n                        <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/what-is-a-revocable-trust-and-do-i-need-one\/\">\r\n                                                            <img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/actec.matrixdev.net\/wp-content\/uploads\/2023\/09\/2-ACTC_Video_WhatisRevocableTrust_1920x1080-1200x675.jpg\" alt=\"What is a Revocable Trust and Do I Need One?\">\r\n                                                        <div class=\"absolute top-1\/2 left-1\/2 -translate-x-1\/2 -translate-y-1\/2 text-white\">\r\n                                <svg width=\"78\" height=\"78\" viewBox=\"0 0 78 78\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n<path d=\"M38.7273 0C17.3516 0 0 17.3516 0 38.7273C0 60.1029 17.3516 77.4546 38.7273 77.4546C60.1029 77.4546 77.4546 60.1029 77.4546 38.7273C77.4546 17.3516 60.1029 0 38.7273 0ZM38.7273 70.9067C20.9813 70.9067 6.54709 56.4725 6.54709 38.7265C6.54709 20.9805 20.9813 6.5463 38.7273 6.5463C56.4733 6.5463 70.9075 20.9805 70.9075 38.7265C70.9075 56.4725 56.4733 70.9067 38.7273 70.9067Z\" fill=\"currentColor\"\/>\r\n<path d=\"M32.0231 52.0546C32.4975 52.2918 32.9689 52.3688 33.4434 52.3688C33.9948 52.3688 34.6264 52.2117 35.1009 51.8174L51.0321 40.9324C51.8208 40.3809 52.2953 39.4351 52.2953 38.4861C52.2953 37.5403 51.8208 36.5944 50.9551 36.0398L35.0208 25.475C34.075 24.8435 32.9689 24.8435 31.9461 25.3179C31.0003 25.8694 30.3687 26.8152 30.3687 27.9213V49.3734C30.4457 50.5565 30.9972 51.5825 32.0231 52.0538L32.0231 52.0546Z\" fill=\"currentColor\"\/>\r\n<\/svg>\r\n                            <\/div><!-- \/.absolute -->\r\n                        <\/a>\r\n                    <\/div><!-- \/.mg-block-video-list--thumbnail -->\r\n                    <a href=\"https:\/\/actec.matrixdev.net\/resource-center\/video\/what-is-a-revocable-trust-and-do-i-need-one\/\">\r\n                        <h3>What is a Revocable Trust and Do I Need One?<\/h3>\r\n                    <\/a>\r\n                    <p> A revocable trust is a flexible estate planning tool that avoids probate. Learn why you may need it for privacy, asset management, and to avoid probate.<\/p>\r\n                <\/li>\r\n                    <\/ul>\r\n    <\/div><!-- \/.mg-block-video-list -->\r\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What is a Special Needs Trust? When estate planning for people with special needs, caretakers need crucial legal documents, including a Special Needs Trust (SNT). An SNT safeguards the beneficiary\u2019s 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