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This information provided in the Special Needs Estate Planning Guidance System is intended to provide some of the missing pieces in understanding Special Needs Planning, but NAMI is not providing a do-it-yourself kit for Special Needs Trusts. This information is provided to educate in a general way and is not intended to provide specific legal or professional advice.

Use an Attorney
Please carefully select a knowledgeable attorney and other advisors, and use this information to build a tailored special needs plan for the beneficiary. Basic trust law and the individual grantor and beneficiary circumstances are vital factors.

100% accuracy would be impossible. This is complex, multi-faceted, and rapidly changing information. Your attorney and other planning professionals must confirm data from this site before relying upon that data.

I understand NAMI's Purpose and Limitation in providing this resource and want to continue learning about Special Needs Estate Planning



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