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Q&A: Special needs trust

I had a few questions after this post about how our special needs trust went.  So I’ll try to answer them before I forget any longer! (Remember, I’m not a legal ace. This is just my experience or opinion expressed.) How much did you have to pay the attorney to setup the special needs trust? Our whole process cost us $2300.*  The attorney we used, who we highly recommend if you’re anywhere near where we live, allowed us the option of paying over time if we had needed to do so.  The MetLife guys don’t bill at all. There’s no charge for their services.  If you choose to update life insurance or investments through them, then they get a small percentage from that company. *We chose to go the more expensive route.  This cost was for both wills, a family trust as well as a special needs trust.  And Braska’s trust is a “self-standing” trust, which requires a bit more legal setup.  It means that the trust exists right now, instead of becoming an ent...

Met Life Center for Special Needs Planning

(This is not a paid endorsement. I’m not on commission. It’s just good information to pass along from our personal experience.) If you’re in the StL metro or surrounding areas, this group is doing a free workshop about all this on 2/27 in O’Fallon, MO.  Let me know if you want more details. braskasmom atgmail. com Throughout the Down syndrome community and other groups supporting those with special needs, it is often heard discussed.  Special Needs Planning.  And to some, they immediately want to change the subject.  Talking about what happens to your kids when you die is not really everyone’s favorite subject.  And that’s what people seem to assume this “special needs planning” is all about. And it’s not.  Well, not completely.  It’s much more than that. Yes, there is the discussion of things like who will care for your children if you are not able to, how you want them cared for, what you expect them to have access to and what resources are m...