If you are planning for the long-term care and financial security of a loved one with a disability, a Special Needs Trust can be a central part of a thoughtful estate plan. At the Law Offices of Robert P. Bergman, we work with families in Sky Valley and throughout Riverside County to create trust arrangements that protect eligibility for government benefits while providing supplemental support. This introductory section explains what a Special Needs Trust accomplishes, how it differs from other estate tools such as a will or revocable living trust, and why careful drafting matters when coordinating benefits and family resources for the person you care about.
Choosing the right trust document involves more than a form; it requires attention to how distributions interact with Medi-Cal, Supplemental Security Income, and other public programs. This page outlines the legal mechanics of Special Needs Trusts, the types of trusts commonly used, and typical steps families take to fund and manage a trust. We also highlight practical considerations such as selecting a trustee, preparing successor provisions, and documenting the beneficiary’s needs so that trust assets are used to improve quality of life without putting critical benefits at risk.
A properly drafted Special Needs Trust preserves a beneficiary’s access to means-tested public benefits while allowing family resources to be used for supplementary care and quality-of-life expenses. These trusts can pay for services and items that public programs do not cover, such as therapies, recreation, transportation, education, and certain personal supports. For parents and caregivers, a trust provides a legal vehicle for ongoing planning that names trustees, establishes distribution standards, and outlines successor arrangements. Having a plan in place reduces uncertainty and helps protect the beneficiary from financial disqualification, delivering important peace of mind for families balancing care needs and long-term financial considerations.
The Law Offices of Robert P. Bergman serves individuals and families across California, providing estate planning focused on clarity, practical outcomes, and respect for client priorities. We guide clients through creating documents such as revocable living trusts, wills, powers of attorney, and trusts tailored for beneficiaries with disabilities. Our approach emphasizes listening to family goals, evaluating benefit interactions, and drafting trust language that reflects both current needs and future changes. We are committed to helping clients build plans that are manageable for trustees and protective of beneficiaries, while ensuring that administration is straightforward when the time comes to use the trust assets.
A Special Needs Trust is designed to hold assets for the benefit of a person with a disability without compromising eligibility for government support programs. These trusts are structured so that distributions supplement rather than replace public benefits, often covering items that enhance daily living and personal development. Key planning choices include deciding whether the trust will be created by a parent, a third party, or funded with the beneficiary’s own assets, which can affect trust form and legal requirements. Understanding these distinctions is essential to selecting the right trust vehicle and drafting language that aligns with both legal standards and family priorities.
When designing a Special Needs Trust, it is important to consider administration, trustee authority, and language directing permissible uses of funds. Trustees need clear guidelines for making distributions that support the beneficiary without disrupting means-tested benefits. Funding strategies may include outright transfers into a trust, provisions in a will that direct assets to a trust, or using life insurance and retirement plan designations. Planning must also address long-term issues such as successor trustees, periodic reviews to reflect changes in benefits rules, and provisions for potential repayment obligations to public programs upon the beneficiary’s passing.
A Special Needs Trust is a legal arrangement that holds and manages assets for a person with disabilities while permitting them to continue receiving public benefits. The trust is drafted to restrict distributions to supplemental goods and services that do not count as income or resources for benefits eligibility. There are different forms—such as third-party trusts funded by family members and certain self-settled trusts designed for assets belonging to the beneficiary—and each form must meet statutory and regulatory requirements. Clear trust language and appropriate funding help ensure the trust serves its intended protective and supportive functions over the long term.
Essential elements include identifying the beneficiary and their needs, selecting a trustee, defining allowable distributions, and establishing successor trustee provisions. The process typically begins with a family consultation to gather medical, financial, and benefit information followed by drafting tailored trust provisions. Funding is a critical step, requiring coordination between wills, beneficiary designations, and asset transfers so the trust receives intended resources. Trustees must maintain records, coordinate with benefit administrators, and make distributions consistent with both the trust terms and rules governing public assistance programs. Periodic plan reviews are recommended to adapt to changes in law or the beneficiary’s circumstances.
This glossary highlights commonly used terms related to Special Needs Trusts, including trust types, beneficiary rules, and administrative concepts that frequently arise during planning and trust administration. Understanding these terms helps families communicate effectively with trustees, financial advisers, and government benefit agencies. The definitions below are intended to clarify language you will see in trust documents and during administration, so you can make informed decisions about trustee powers, acceptable distributions, and funding pathways that protect public benefits while enhancing quality of life for the person you support.
A third-party Special Needs Trust is created and funded by someone other than the beneficiary, often a parent or other family member. This type of trust holds assets for a beneficiary with disabilities and is designed so that distributions do not interfere with eligibility for government benefits. Because the assets are not owned by the beneficiary, the trust typically does not trigger payback requirements to public programs. Third-party trusts are commonly funded through wills, gifts during a donor’s lifetime, or beneficiary designations, and they provide a flexible means for families to leave resources specifically for supplemental needs.
A self-settled Special Needs Trust, sometimes used when the beneficiary has assets of their own, is established to hold those assets while preserving eligibility for means-tested benefits. Specific legal requirements apply to these trusts, and in many cases a payback provision must be included so that public benefits agencies can be reimbursed from remaining trust assets after the beneficiary’s passing. Properly drafted self-settled trusts can allow individuals who receive a settlement or inheritance to continue receiving benefits while accessing trust funds for supplemental needs under the trustee’s discretion.
Supplemental distributions are payments from the trust that are intended to improve the beneficiary’s quality of life without replacing benefits provided by government programs. Examples include funding for non-covered therapies, personal care items, education, recreation, transportation, and household furnishings when appropriate. Trustees must make distribution decisions consistent with trust language and benefit program rules. Well-documented decisions and a clear distribution policy help avoid reductions in benefits and provide a transparent record of how trust funds are used to support the beneficiary’s needs and goals.
A payback provision is a clause that requires remaining trust assets to be used to reimburse government agencies for benefits paid on behalf of the beneficiary after the trust terminates. Payback language is commonly required in certain self-settled trusts created for beneficiaries who receive public benefits. Conversely, third-party trusts funded by family members usually avoid payback demands. Understanding whether a payback obligation applies is an important planning step because it affects who ultimately receives remaining trust assets and how families might structure legacy planning for other loved ones.
When planning for a loved one with disabilities, families often compare Special Needs Trusts to other tools such as wills, revocable living trusts, and relying on direct inheritance. Wills and general revocable trusts may pass assets outright, which can unintentionally disqualify a beneficiary from receiving means-tested benefits. A Special Needs Trust is purpose-built to prevent that outcome by holding and controlling distributions. Selecting among these options depends on funding sources, the beneficiary’s current and future benefit needs, and family goals for legacy planning. Coordinated planning ensures assets are directed in a way that protects benefits while supporting the beneficiary’s needs.
A more limited approach may be appropriate when the assets intended for the beneficiary are modest and unlikely to affect eligibility for means-tested benefits, or when immediate needs are short-term and can be handled informally. In such situations, families sometimes choose minimal planning measures, such as clearly documented caregiver arrangements and temporary financial assistance. However, even modest resources can have unintended consequences for benefits, so careful assessment and documentation help ensure that any informal support does not jeopardize long-term assistance the beneficiary relies upon.
A limited approach may also suit cases where the beneficiary has stable income or benefits and does not require supplemental financial support. If the beneficiary’s needs and benefits are likely to remain unchanged and family resources do not need to be preserved for future care, minimal planning might suffice. Even in these circumstances, documenting intentions and establishing basic directives such as powers of attorney and health care proxies can protect decision-making capacity and streamline assistance if circumstances change unexpectedly, safeguarding the beneficiary’s well-being in the future.
A comprehensive trust plan is recommended when protecting public benefits is essential and when family resources need to be preserved to support the beneficiary over time. Thorough planning addresses how assets will be held, who will manage trust distributions, and how the plan interacts with Medi-Cal, Supplemental Security Income, and other programs. Comprehensive documents provide clarity for trustees and reduce the risk of errors that can lead to benefit loss. This level of planning also anticipates future changes in needs and allows families to build durable solutions that adapt to the beneficiary’s evolving circumstances.
When family assets come from different sources, such as settlements, retirement accounts, or planned inheritances, or when multiple family members or beneficiaries are involved, a comprehensive approach helps coordinate funding and administration. Properly drafted agreements and trust provisions can direct intended assets to a Special Needs Trust without triggering unintended tax or benefit consequences. Planning for successor trustees, detailed distribution standards, and coordination with other estate planning documents helps reduce disputes and ensures that support for the beneficiary remains predictable and consistent over time.
A comprehensive approach provides clarity about who will manage the beneficiary’s funds, how distributions will be made, and how the trust will interact with public benefits programs. It allows families to create rules tailored to the beneficiary’s lifetime needs and preferences, designating funds for education, therapy, recreation, and other supplemental supports while maintaining eligibility for government assistance. This planning reduces the administrative burden on trustees, helps prevent disputes among family members, and creates a documented roadmap for future decision-making that aligns with the beneficiary’s best interests and the family’s long-term goals.
In addition to benefits coordination, a comprehensive plan helps ensure continuity of care by naming successor trustees and establishing contingency provisions that address changes in the beneficiary’s circumstances. It can also incorporate legacy planning that balances the needs of the beneficiary with the intentions of other loved ones. With careful drafting, a comprehensive trust reduces the risk of inadvertent disqualification from public programs and provides a structured mechanism for using family resources to meaningfully improve the beneficiary’s quality of life over the long term.
One of the primary benefits of a comprehensive strategy is preserving the beneficiary’s access to means-tested programs while allowing supplemental support from trust funds. Clear trust provisions and distribution guidelines help trustees make lawful decisions that avoid treating trust funds as countable income or resources. This careful alignment between private support and public programs ensures beneficiaries receive both necessary public assistance and additional private resources that improve their daily lives, such as specialized therapies, assistive devices, or community participation expenses that agencies typically do not cover.
Comprehensive planning reduces the administrative and emotional burden on family members by providing a clear legal structure for decision-making. Well-drafted trusts include guidelines for trustee actions, documentation expectations, and succession plans so family caregivers are not left guessing about how to use funds appropriately. This reduces the likelihood of disputes and administrative mistakes that could jeopardize benefits. Families benefit from predictable processes for distributions, recordkeeping, and periodic review, which together help maintain the beneficiary’s financial security and preserve supports over time.
Begin planning by identifying how the trust will be funded and what assets will be used to support the beneficiary. Funding options include direct contributions during a donor’s lifetime, designations through wills or revocable trusts, life insurance, and beneficiary designations on retirement accounts. Early identification of funding sources helps avoid gaps that could leave the intended trust underfunded and reduces the risk that assets will pass outright to a beneficiary. Proper coordination ensures the trust receives assets as intended and that distributions can be made according to the family’s long-term plan.
Provide trustees with written information about the beneficiary’s medical needs, daily routines, preferences, and anticipated expenses so distributions align with practical needs. Including sample distribution scenarios and preferred vendors or service providers can streamline trustee decisions. Well-documented guidelines also help justify distributions to benefit agencies if questions arise. Regularly reviewing and updating this information ensures the trust remains responsive to changes in health, living arrangements, or support networks, allowing distributions to be made in ways that meaningfully support the beneficiary over time.
Families consider Special Needs Trusts to protect a loved one’s eligibility for public benefits while providing supplemental support that improves daily life. Trusts allow funds to be directed to pay for therapies, equipment, education, travel, and other needs without counting as income or resources for benefit purposes when properly administered. Planning also addresses long-term continuity by naming trustees and successor arrangements so that care and financial support continue if primary caregivers can no longer serve. These arrangements can be tailored to reflect family values, priorities, and the specific needs of the beneficiary.
Another reason to consider establishing a trust is to reduce the administrative and emotional burden on family members during difficult transitions. With a clear legal plan, trustees have authority and guidance to manage trust funds, coordinate with benefit agencies, and make distributions consistent with the beneficiary’s best interests. Trust planning also provides an opportunity to coordinate with other estate documents such as a pour-over will, powers of attorney, and health care directives, creating a cohesive plan that addresses custody, medical decisions, and financial management in the event of incapacity or passing.
Families commonly seek a Special Needs Trust following an inheritance, a personal injury settlement, or when parents or caregivers begin formal long-term planning for a child or adult with disabilities. Trusts are also created when families want to leave resources for a beneficiary without jeopardizing benefits, or when a beneficiary receives assets directly and requires protection. Other triggers include planning for future care transitions, designating funds from retirement accounts or life insurance to benefit a disabled individual, and formalizing arrangements when caregivers anticipate reduced capacity to manage finances in the future.
When a beneficiary receives an inheritance or a settlement, placing those assets into a Special Needs Trust can prevent loss of benefits by ensuring the funds are managed as supplemental support. Properly drafted trust language and timely funding are necessary to maintain eligibility for programs such as Medi-Cal and Supplemental Security Income. Families should coordinate with the administrator handling the settlement or the estate to transfer assets into the trust as directed and to confirm the trust’s terms meet statutory requirements for preserving benefit access.
Parents planning for the eventual transition of care to future trustees often create Special Needs Trusts to ensure continuity of financial support for their adult child with disabilities. Trusts allow parents to name trusted individuals or institutions to manage distributions and preserve benefits after the parents are no longer able to serve. Including successor trustee provisions, detailed distribution guidelines, and funding plans helps provide a steady framework for care and reduces the likelihood of disputes among family members during a time of transition.
When family support comes from multiple sources—such as savings, insurance proceeds, retirement plans, or gifts—a Special Needs Trust centralizes management so distributions are made thoughtfully and in coordination with public benefits. This prevents funds from being treated as countable resources and helps trustees manage cash flow for the beneficiary’s supplemental needs. Centralizing support in a trust can also simplify tax reporting and accounting for the trustee, ensuring that distributions align with the beneficiary’s ongoing care plan and program rules.
The Law Offices of Robert P. Bergman provides local guidance to families in Sky Valley and Riverside County seeking practical trust solutions. We help clients assess benefit interactions, draft tailored trust provisions, and coordinate funding through wills, trusts, and beneficiary designations. Our goal is to produce clear, durable documents that trustees can administer with confidence and that protect the beneficiary’s access to essential public supports. We also assist with post-funding administration matters, including trustee transitions and coordinating with benefit agencies when questions about distributions or eligibility arise.
Choosing a law firm to prepare a Special Needs Trust means selecting a team committed to listening carefully to your family’s goals and translating those priorities into clear legal documents. At the Law Offices of Robert P. Bergman we focus on practical drafting that anticipates administrative needs and benefit interactions, helping families avoid common drafting pitfalls. We aim to provide comprehensive planning that integrates trusts, wills, powers of attorney, and health care directives, so your overall plan functions smoothly and supports the long-term well-being of the beneficiary.
Our process emphasizes communication and accessibility, so families understand how the trust will operate in day-to-day life and when distributions are needed. We assist with trustee selection, prepare distribution guidelines, and explain documentation required to support benefit eligibility. When circumstances change, we work with clients to update documents and to manage trust administration matters, providing continuity and clarity that reduces uncertainty and preserves the goals set by the family for the beneficiary’s care.
We also coordinate planning documents such as revocable living trusts, pour-over wills, powers of attorney, HIPAA authorizations, and guardianship nominations when needed. This integrated approach ensures that assets intended to support the beneficiary are funneled according to your wishes, that health care and financial decision-making are documented, and that the overall plan reflects both immediate and long-term needs of the person you are protecting.
Our process begins with a consultation to understand the beneficiary’s needs, current benefits, and family goals. We review financial documents, medical information, and potential funding sources to determine the appropriate trust structure. From there we draft tailored documents, explain trustee duties, and provide a plan for funding the trust through wills, beneficiary designations, or asset transfers. After execution, we offer guidance on initial administration steps and periodic reviews so the plan continues to meet the beneficiary’s needs as circumstances change.
The initial assessment gathers the information necessary to design a trust that fits the family’s objectives and the beneficiary’s needs. We discuss current and anticipated public benefits, existing assets, medical and care considerations, and family hopes for the beneficiary’s future. This phase helps determine whether a third-party or self-settled trust is appropriate and how the trust should be funded. Clear communication at this stage reduces surprises and creates a roadmap for drafting and funding the trust.
Collecting accurate financial records and benefit statements is essential to planning. We review income sources, asset listings, statements for Medi-Cal, Social Security benefits, and any pending settlements or inheritances. Understanding these details helps identify potential issues that could affect benefit eligibility and informs decisions about trustee powers and distribution rules. Accurate documentation also speeds the drafting process and ensures that funding strategies are aligned with the client’s objectives for the beneficiary.
We spend time discussing who will serve as trustee, the level of discretionary authority they should have, and how distributions should be guided to reflect the beneficiary’s needs and family values. We also consider whether multiple trustees or corporate fiduciaries should serve to provide a balance of personal knowledge and administrative capacity. These conversations inform the trust’s distribution language and the succession planning that will support the beneficiary over time.
During the drafting phase we prepare the trust document with provisions tailored to the beneficiary’s situation, along with supporting documents such as powers of attorney, advance health care directives, HIPAA authorizations, and, when appropriate, pour-over wills. Drafting focuses on clarity for trustees, explicit distribution standards, coordination with benefit rules, and provisions for successor management. We review drafts with clients to ensure the language accurately reflects intentions and provides practical guidance for future administration.
The trust provisions spell out permissible distributions, trustee authority, payback provisions if required, and instructions for successor trustees. Supporting documents such as financial powers of attorney and health care directives ensure decision-making continuity if a caregiver becomes incapacitated. We also draft documents like certification of trust for use during administration so trustees can present needed information to banks and service providers without disclosing sensitive details about the beneficiary’s condition.
After preparing draft documents, we review them with the client to confirm that the terms meet family objectives and are operationally clear for trustees. We explain how to execute the documents properly, sign with required formalities, and ensure funding steps are in place. Execution typically includes notarization and witness requirements where applicable, and we provide instructions for transferring assets and updating beneficiary designations so the trust receives intended funding.
Following execution, we assist with funding the trust—transferring assets, updating designations, and documenting funding transactions to confirm the trust holds intended resources. We provide guidance for trustees on recordkeeping, making lawful distributions, and coordinating with benefit agencies. Periodic reviews are important to account for changes in the beneficiary’s needs, shifts in benefit rules, or changes in family circumstances. We remain available to update documents and help trustees address administrative questions as they arise.
We help newly appointed trustees understand their responsibilities, including financial recordkeeping, making distributions consistent with trust terms, and communicating with government benefit agencies as needed. Trustee onboarding includes practical guidance on how to document expenditures, preserve eligibility for means-tested benefits, and when to consult counsel for complex decisions. Training and written guidance reduce the likelihood of mistakes and help trustees carry out their duties in a way that aligns with the family’s original intentions.
Estate plans and trust documents should be reviewed periodically to reflect changes in law, family circumstances, or the beneficiary’s needs. We offer follow-up reviews and amendments when necessary to update trustees, change distribution standards, or address funding shortfalls. Staying proactive helps ensure the trust continues to function as intended and adapts to the beneficiary’s evolving situation, preserving the protective design that keeps public benefits intact while allowing for meaningful supplemental support.
A Special Needs Trust is a legal arrangement that holds assets for the benefit of a person with disabilities while preserving eligibility for means-tested public benefits such as Medi-Cal and Supplemental Security Income. The trust is drafted so that distributions are supplemental rather than replacing benefits, covering items like therapies, equipment, education, or recreational activities that government programs do not typically provide. Maintaining a clear separation between trust assets and countable resources is key to protecting benefit eligibility. Trust drafting must align with statutory and regulatory rules, especially when the beneficiary’s own assets are used to fund the trust. Third-party trusts established by family members typically avoid payback obligations, while some self-settled trusts may require repayment to public agencies upon the beneficiary’s passing. Careful planning and trustee guidance help ensure distributions both improve quality of life and comply with benefit rules.
Funding a Special Needs Trust can be achieved through several avenues: direct lifetime gifts from family members, transfers via a will or pour-over will at death, life insurance proceeds payable to the trust, or beneficiary designations on retirement accounts routed through appropriate mechanisms. The timing for funding depends on family circumstances; funding during a donor’s lifetime can provide immediate supplemental support, while testamentary funding ensures assets pass into the trust after death. When beneficiary assets are used, specific trust forms and payback requirements may apply, so early planning is important. Coordinating beneficiary designations and account transfer procedures with the trust document helps prevent unintended outright distributions that could jeopardize benefits. Working through funding steps carefully ensures the trust begins serving its intended purpose without causing eligibility issues.
Trustees should be individuals or institutions who can manage financial matters responsibly, keep accurate records, and understand how to make distributions that supplement rather than replace public benefits. Trustee responsibilities include maintaining accounting records, coordinating with benefit agencies when necessary, making decisions about permissible distributions, and following the trust’s distribution standards to support the beneficiary’s needs. Selecting a trustee who communicates well with the family and service providers helps ensure the beneficiary’s daily needs are met. Families sometimes name a trusted relative alongside a professional fiduciary to balance personal knowledge with administrative experience. It is also important to name successor trustees and provide written guidance outlining the beneficiary’s preferences, typical expenses, and service providers so trustees can act consistently with the original intent.
A third-party Special Needs Trust is created and funded by someone other than the beneficiary, such as a parent, grandparent, or other family member. Assets in a third-party trust are not owned by the beneficiary, which typically allows the trust to avoid payback obligations to public agencies after the beneficiary’s death. This form is commonly used for legacy planning when family members want to leave resources specifically for supplemental support without affecting benefits. A self-settled trust holds assets that belong to the beneficiary and is often subject to stricter rules, including potential payback requirements to governmental benefit programs when the trust terminates. Determining which type is appropriate depends on the funding source and the beneficiary’s current benefit status, so careful analysis is required before selecting a trust form.
When properly drafted and administered, a Special Needs Trust should not disqualify a beneficiary from receiving Medi-Cal or Supplemental Security Income. The trust must be structured so that distributions are supplemental and do not count as income or resources for eligibility purposes. Trustees should follow clear distribution guidelines and maintain documentation demonstrating that trust funds are used for permissible expenses that do not substitute for public program benefits. Errors in drafting or administration, including making improper direct cash distributions or failing to account for trust assets, can create problems. Regular reviews and clear trustee instructions are important to ensure that benefits remain intact and that trust funds are used to enrich the beneficiary’s life without compromising assistance they rely upon.
Yes, it is possible to provide for a disabled beneficiary while also leaving assets to other family members, but careful planning is necessary to ensure funds intended for the beneficiary are preserved in a trust rather than distributed outright. Third-party Special Needs Trusts are often used to funnel legacy assets to a trust for the beneficiary, while other assets can be directed to siblings or other heirs through separate provisions in a will or revocable trust. Coordinating beneficiary designations, retirement accounts, and any intended lifetime gifts helps prevent accidental disqualification of benefits. A comprehensive estate plan allows families to balance compassion for the beneficiary with wishes for other loved ones, outlining clear paths for each intended distribution.
What happens to trust assets after the beneficiary’s death depends on the trust’s terms. Third-party trusts often include remainder beneficiaries who will receive any remaining assets according to the grantor’s wishes. Self-settled trusts that were funded with the beneficiary’s own assets may include a payback provision requiring reimbursement to the state for benefits paid on the beneficiary’s behalf before any remainder is distributed to others. Trust language should clearly state remainder instructions and any repayment obligations, and trustees should confirm any necessary reimbursements to benefit agencies before distributing remaining assets. This clarity helps prevent disputes and ensures the trust concludes in accordance with the grantor’s intentions and legal obligations.
Special Needs Trusts may have tax reporting obligations depending on income generated by trust assets and the trust’s structure. Trustees should keep careful records of income, distributions, and expenses, and consult a tax professional regarding filings such as fiduciary income tax returns when required. Some trusts produce taxable income that must be reported even if distributions are made to benefit the beneficiary, and different tax rules may apply depending on whether the trust is revocable or irrevocable. Working with a tax advisor helps trustees understand filing deadlines, potential deductions, and reporting responsibilities so that tax compliance is maintained without interrupting the trust’s primary purpose of supporting the beneficiary. Clear documentation of distributions and receipts is also useful for both tax and benefit administration purposes.
A Special Needs Trust should be reviewed periodically, especially after major life events such as changes in the beneficiary’s medical condition, changes in public benefits rules, a change in family circumstances, or significant shifts in assets available to fund the trust. Regular reviews help confirm that distribution standards, trustee designations, and funding mechanisms remain appropriate and effective in protecting benefits while meeting the beneficiary’s needs. We generally recommend reviewing documents every few years or sooner if circumstances change. These reviews provide an opportunity to update trustee instructions, adjust funding plans, and ensure the trust continues to serve its intended role as laws and individual circumstances evolve over time.
To begin creating a Special Needs Trust with our firm, contact the Law Offices of Robert P. Bergman to schedule an initial consultation. During that meeting we will gather information about the beneficiary’s needs, current benefits, assets available for funding, and the family’s intentions for ongoing support. This initial step allows us to recommend the appropriate trust structure and a practical plan for funding and administration. After the initial consultation we will prepare draft documents tailored to your situation, review them with you, and assist with proper execution and funding. We also provide guidance for onboarding trustees and offer ongoing support for administration and periodic updates to the plan as needed.
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