Estate Planning Checklist: Setting up a Special Needs Trust
If you have a child who is disabled or is somehow incapable of managing an inheritance themselves, you need to set up a special needs trust. Doing so ensures they are taken care of and protects their government benefits from being canceled. Keep track of the process with this checklist.
Find answers, watch videos and plan ahead with online tools.
Stop by your nearest Cadence branch to open an account and more.
Connect with one of our teammates for one-on-one assistance.