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The Trust Partners helped me to take the necessary steps to make sure that my daughter is secure.Now I know that when I'm no longer here to help guide her down the path of life, she has a guardian /trustee to hold her hand and assist her to make the best choices for the quality of life I envisioned for her.

-Susan M.
South Huntington, NY







 





1) Who are The Trust Partners?
2) Can you help with special needs planning for my child's needs for today?
3) If I already have a will and have named my child as my beneficiary, why do I need to consult with The Trust Partners??
4) Can A Parent's Personalized Resource Guide for Guardians be created for all of our children, including special needs and other wise?
5) Can a disabled person inherit money and continue receiving government benefits?
6) Is a Will enough for my special needs child?
7) Do I need a lot of money to set up a Supplemental Needs Trust?
8) Who will administer the assets from the trust?


Who are The Trust Partners?
Natalie Baye, M.S. Ed., M.S. Sp. Ed., is the founder and president of The Trust Partners. She brings more than 30 years of experience in varied and specialized areas helping families and their loved ones with special needs. Baye acts as the lead advisor to parents and coordinates with a variety of professionals who work with families to provide special needs estate planning, service coordination and support. Every team is custom created by Baye in conjunction with your family, always keeping the individual needs of each family in mind.

Can you help with special needs planning for my child's needs for today?
Yes, we are a resource for all of your child's special needs planning, for today and the future. We work with other agencies, organizations, the medical community, SSI/Medicaid specialists and support groups to secure the most effective solutions. Our goal is to ensure that the plans you make today continue to work for your child in your absence.

If I already have a will and have named my child as my beneficiary, why do I need to consult with The Trust Partners?
Our partner attorneys often review the will families have had generated by other legal professionals. Frequently, the wills were appropriate only for the "typical" population and did not specifically pertain to the child with special needs. Often, we find that no Supplemental Needs Trust has been established or is outdated. Similarly, our financial advisors review existing policies and financial plans to determine if the extent of coverage and protection is appropriate to the diagnosis and prognosis of the child and his/her long term needs in the future.

Can A Parent's Personalized Resource Guide for Guardians be created for all of our children, including special needs and other wise?
Absolutely, in fact, we recommend it.

Can a disabled person inherit money and continue receiving government benefits?
Not always. Individuals with disabilities and special needs have a unique situation. The Trust Partners legal professionals advise you in accordance with the latest laws and regulations for your state. The Trust Partners will help guide you in creating a plan that will protect your loved ones' inheritance.

Is a Will enough for my special needs child?
Not necessarily. A Supplemental Needs Trust may be beneficial to your planning. Our team will be able to review your planning and advise your family on the most effective strategy for your situation.

Do I need a lot of money to set up a Supplemental Needs Trust?
There are no minimums or maximums when funding the trust. It is often funded with an inheritance from parents, grandparents and the extended family, or through life insurance, stocks/bonds/mutual funds, cash or real estate. A financial professional will advise you of the most appropriate selections to fund the trust based on your unique situation.

Who will administer the assets from the trust?
The trustee is usually designated by parents and will be the administrator of the trust. Often a parent will name a guardian and specify that guardian will act in the capacity of trustee.
The Trust Partners will assist you in the selection process for guardians, alternates and or trustees.

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