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Trust Manuals
Third-Party Special Needs Trust Manual
Our Third-Party Special Needs Trust Manual provides a comprehensive overview of planning for a loved one with a disability using assets belonging to parents, grandparents, family members, or other loved ones.
Topics covered include:
What is a Third-Party Special Needs Trust?
How a Special Needs Trust protects SSI and Medi-Cal eligibility
Estate planning considerations
Funding options and inheritance planning
Trustee roles and responsibilities
Trust administration and distributions
Common planning mistakes to avoid
Frequently asked questions
Working with attorneys and financial professionals
This manual is an excellent resource for families seeking to create a long-term plan that provides financial security while preserving important public benefits.
Need Help?
Every family’s situation is unique. If you have questions about Special Needs Trusts or would like to discuss whether the PLAN of California Master Pooled Special Needs Trust may be right for you or your loved one, our team is available to help.
