Legal Question in Wills and Trusts in Pennsylvania

How should you word the beneficiary when the beneficiary is a special needs trust identified in a will?


Asked on 7/19/10, 8:54 am

1 Answer from Attorneys
Rachel Hunter

Do not do a special needs trust on your own and do not do a will on your own leaving assets to a special needs trust. Pay a lawyer to draft it for you.

I am not sure what you are doing. Are you trying to fill out a beneficiary form for life insurance or something like that (like an IRA/401(k)?) If so, you might say something like "I direct that my assets be left to the beneficiary, the [name of trustee], the trustee of my Special Needs Trust created for my [name of person] dated month/day/year."

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Answered on 7/19/10, 1:33 pm


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