Family and friends of an individual with a disability can gain peace of mind by providing for their loved one while still preserving the individual’s eligibility for essential, lifelong supports and services. Funds remaining at the death of the beneficiary are distributed according to the trust document to other individuals and/or organizations.
This Third Party Trust fact sheet can help you determine if a Third Party Trust is right for you. It covers what a Third Party Trust is, the advantages of a Third Party Trust.
List of PA attorneys familiar with special needs trusts.
This sample document shows what a special needs trust document looks like.