In part two of our Special Needs Trusts series, our experts discuss the best tools for achieving the desired outcomes for special needs clients. Draft a trust with clear intent that adheres to the BEMS, POMS, and other sources of law and policy. Avoid common drafting pitfalls.
Watch so you can:
- Identify when the pooled trust is an appropriate tool
- Select terms for a custom stand-alone special needs trust
- Help the family choose the most appropriate trustee
- Avoid giving beneficiary use or access to trust funds