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Top Tips When Drafting a Third-Party Special Needs Trust

When a loved one has a disability, one of the most important estate planning steps you can take is creating a Special Needs Trust (SNT) — a tool that protects their eligibility for public benefits while ensuring they receive the care and comfort they deserve. But when someone other than the beneficiary (like a parent or grandparent) funds the trust, it’s called a Third-Party Special Needs Trust — and drafting it correctly is critical. Small mistakes can have big consequences. Here are the top tips to help you get it right.