Elder & Estate
October 23, 2025•4 min read

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.

Faith Otutu
Faith Otutu
Author
Special Needs TrustsEstate Planning for FamiliesDisability Law
Top Tips When Drafting a Third-Party Special Needs Trust

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