I will draft a special needs trust or charitable trust for structured estate planning

Careful planning is essential when providing for a beneficiary with special needs or establishing a charitable legacy.

I prepare professionally structured:

• Special Needs Trusts (First-Party and Third-Party)
• Supplemental Needs Trust Agreements
• Charitable Trust Agreements
• Charitable Remainder Trust structures



Special Needs Trusts are structured to preserve eligibility for certain public benefits while allowing supplemental financial support. Charitable Trusts are drafted to outline trustee authority, distribution provisions, and charitable intent in a legally organized format.

Each document includes trustee appointment provisions, distribution standards, successor trustee designations, and clear administrative authority clauses.

Please contact me prior to ordering to discuss your objectives and state-specific considerations.