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Special Needs Trusts: Pooled Trusts

Special Needs Trusts: Pooled Trusts

by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

A pooled trust is a type of first party special needs trust.  In Georgia, there are approved providers of a pooled trusts, the one with the longest and most comprehensive history of helping Georgians and their families is the Georgia Community Trust, associated with...
Special Needs Trusts: 1st Party SNTs

Special Needs Trusts: 1st Party SNTs

by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

This is the second blog post about special needs trusts, we are sharing three in total!  This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs.  We know that sometimes there are circumstances which...
Special Needs Trusts: 3rd Party SNTs

Special Needs Trusts: 3rd Party SNTs

by Amy Refeca | May 27, 2021 | Estate Planning, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

If you have a child or sibling who has special needs, you need a different approach to estate planning.  Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...

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Recent Blog Posts

Avoiding Probate With a Living Trust

Avoiding Probate With a Living Trust

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Living Trusts Avoid Probate, Wills Do Not. In Georgia, one of the best ways to avoid probate is to have a living trust.

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Georgia probate is public record, which means when you die and your Will is filed, it is also public record. Want to avoid having your Will be public record? Learn how!

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