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Self-Settled Special Needs Trust

Document creation and assembly doesn’t have to be a burden. Preview a Self-Settled Special Needs Trust created using ElderDocx® and see for yourself.

The Self-Settled Special Needs Trust, oftentimes referred to as a d4A trust, is a first-party trust; meaning, the assets used to fund the trust belong to the beneficiary. This trust allows the beneficiary to have these funds set aside to pay for certain things that government benefits don’t provide for, while still allowing the beneficiary to maintain eligibility for public benefits.


↓ Annotated Document Preview ↓

One of the features of ElderDocx is the ability to draft an annotated document. Annotated documents contain legal-technical footnotes explaining various trust provisions. This will help you, the attorney, better understand why a provision is included and what it means. Annotated documents also include an option to display client summaries so your clients understand what they are reading within each article.

Download an annotated Self-Settled Special Needs Trust preview now!