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Special Needs Trusts Consultation Checklist

Having a special needs child or loved one creates unique stresses for families.  Putting in place a Special Needs Trust can help alleviate some worries and provide more stable financial resources, no matter what happens.  Please cut and paste, or print out, this checklist in preparation for your meeting with a McDowell Posternock Apell & Detrick Estate and Special Needs Trust attorney.

1.       Provide name, address, birthdate, social security number of the family member for whom the guardianship is planned

 

2.         List of all current assets owned by family member, including current bank balances, investment account balances, life insurance, IRAs, 401ks, pensions, and real estate.

 

3.         List of all monthly income by source.

 

4.         Provide names and addresses for all immediate family members

 

5.         Bring a copy of disability determination letter.

 

6.         Identify who would serve as Trustee of this trust?

 

7.         If the first Trustee was unable to serve, who would serve as a back up?

 

8.         Identify who will receive the assets of the trust if the beneficiary dies?

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Our Awards

McDowell Posternock Apell & Detrick attorneys have received recognition from various groups and publications. Specific awards are noted on our attorney bios. More information about each of these awards and the methodology used for selection can be found on the following links. Super Lawyers, Awesome Attorneys, South Jersey Biz Best Attorneys in Business. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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Maple Shade, NJ 08052

Fax: (856) 482-5511

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400 North Church St. Suite 250
Moorestown, NJ 08057

Fax: (856) 642-6148

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57 Juliustown Rd
Browns Mills, NJ 08015

Fax: (609) 893-1277

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Philadelphia, PA 19102

 

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