As one of your goals for 2015, why not create you very own Special Needs Trust Plan. It not as hard as you may think, all that is required is a piece of paper and some thinking time.

Why do this?

Who else is going to plan for your child’s future?

To help you create your very own plan I have listed some areas you need to address;

v  Clarify if you are availing of the full range of entitlements, grants and tax credits.

v  Update your Special Needs Will and check that it is set up correctly to protect your child’s future access to entitlements.

v  Set up a Special Needs Trust & begin to fund it out of current entitlements.

v  Open up a Special Needs Bank Account and nominate both parents to manage the account.

v  Write an effective Letter of Wishes to direct your Guardians and Trustees.

v  Update your Hospital Passport.

v  Understand the Capacity Bill 2013 and its implications for your child.

v  Plan to transition the caring and financial responsibilities for you family’s future

Release the anxiety around your child’s future by creating your own Special Needs Trust Plan. Determining your child’s future needs will enhance him/her to live a more independent life.

Need Help?

Why not attend our, Financial Wellbeing Special Needs Trust Planning Workshop™.  Check out for more information or call Dolores on 021 482 3635.