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Checklist for Special Needs Trust Consultation

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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 Posternock Apell, PC 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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Straightforward and honest

I’ve known and worked with Jeff Apell on real estate transactions, and trust him, so I went to Posternock Apell to prepare our wills. He has a straightforward and honest approach as well as excellent communication.

Elisa D.

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Posternock Apell, PC 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. No aspect of these accolades has been approved by the Supreme Court of New Jersey.

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