What Is a Special Needs Trust? This eBook lays out several frequently asked questions to help families navigate the various types of special needs trusts and how they work.

What is a Special Needs Trust?

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A trust is how we continue caring for the needs of those we love after we are gone. This is especially important if your beneficiary has a mental health problem or is disabled and incapable of managing the estate themselves.

But what is a special needs trust? And how do they work? We answer these and other commonly asked questions about this type of trust in our eBook, including:

  • Who is eligible for a special needs trust?
  • What can be purchased with a special needs trust?
  • Do special needs trusts pay taxes?
  • Can a special needs trust be revocable?
  • How do I set up a special needs trust?

This eBook gives you in-depth knowledge about special needs trusts, so your loved ones are taken care of for the rest of their lives.

Contact a Wealth Management Advisor today

This eBook is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the eBook. The eBook is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes. Cadence Bank does not provide legal, accounting or tax advice to any client who receives trust services from Cadence Bank.

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