10/19/2026
Secure your loved one's future without compromising their benefits. 💙
A third-party special needs trust is an essential tool for families supporting a loved one receiving means-tested benefits. By funding the trust with assets from parents or relatives, you maintain control over your loved one's quality of life without affecting their SSI eligibility. Whether it's covering education, therapies, or life-enhancing experiences, a well-managed trust ensures the beneficiary's needs are met. Remember, proper drafting and administration are key.