How do you figure out how much to leave in a Special Needs Trust?
How do you figure out how much to leave in a Special Needs Trust? This is a question that many special needs families wrestle with.
In this video, Ken & Scott sits down with Ellen Cookman, a special needs trust attorney to break down the financial projection process for families with a loved one who has disabilities.
Explore the real questions families ask:
- How much will my child need over their lifetime?
- What if I also have neurotypical children to plan for?
- Should we rely on public benefits like SSI, SSDI, or Medi-Cal?
- How do we project costs like housing, medical care, and support services?
Ken and Scott explain how financial professionals use tools and real data – from housing decisions to benefit eligibility – to model out a child’s future needs and ensure the trust is properly funded.
Whether you’re starting your special needs planning or looking to refine your estate plan, this video will help you make more informed decisions.
If you need help walking through this process, please contact us today!
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