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Question

How do I set up a special needs trust?

Answer

To set up a special needs trust, consult an estate planning attorney experienced in disability law to draft a trust document that complies with federal and state regulations. You’ll need to choose a trustee, decide on the type of trust (first-party or third-party), and fund it with appropriate assets.

Related FAQs

How are special needs trusts taxed?

How do I set up a special needs trust?

What is the difference between a special needs trust and an ABLE account?
Family & Health Dependents with Special Needs FAQs
Last Updated May 14, 2026
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