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Companion › Part IV › Chapter 24

Chapter 24

The First-Party Special Needs Trust

This chapter answers: How does a settlement go into a trust without disqualifying my child?

Use it this week

  • Re-read the chapter’s Questions to Ask and write your answers in the Part IV notebook.
  • Work through the chapter’s What to Do This Week list and note dates and names as you go.
  • Bring any questions about your own situation to the right professional, and to Bill if they involve the money.

Ask Bill about this chapter

Read it and still have a question? Send it. Bill reads these himself.