Gift for a Loved One with Special NeedsRichard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility. Richard recently learned about a special needs trust that would enable him to continue to provide Robert with the care he needs.
Is a charitable remainder unitrust and special needs trust right for you?
If you have a loved one with special needs and are looking for a way to provide for them today, a charitable remainder unitrust and special needs trust could help you and your loved one. You can also use a testamentary gift to fund a charitable remainder unitrust to produce an estate tax deduction. Please contact us. if you have questions.
Please note: The names and image above are representative above of a typical donor and may or may not be an actual donor to our organization.Since your unitrust benefits may be different, you may want to click here to view an example of your benefits.