Customized Special Needs Trusts

 

Drawn by the law firm widely credited with creating the Special Needs Trust in 1976, this Trust comes with heavily discounted fees. Critical decisions are made by life-care professionals whose opinions are accepted as testimony in the courts of the state of domicile of the beneficiary as opposed to decisions by bankers.

 

Funding Minimum: $350,000

 

 

"The way in which [The Halpern Group] handles money, which otherwise would be structured in annuities, is far better than annuities, and returns to [plaintiffs] more money and certainly far less cost of administration than any other structure basis that I know about."

—Howard Twiggs, Raleigh, NC