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Think for a moment about the specific instructions or guidelines you give to your child or his or her caregiver when you leave for just an evening out or a weekend away. Then, imagine if you never came back.
The individual you have entrusted to care for your child when you are gone—sibling, friend, relative, trustee, guardian, or organization—needs detailed information that only a parent would know about their child’s history and personal preferences. This information is contained in a Letter of Intent.
The special needs letter of intent is a document that you would store with your will, special needs trust, and other important legal documents in your estate plan. It will act as an instruction manual for someone who is supporting your special needs child after you are gone.
The letter of intent is a critically important document regarding special needs estate planning for allowing someone (such as a family member or guardian to step in and provide supports for your child with a disability immediately. This task can be overwhelming for someone who is not involved with your child’s day to day life. Whoever is required to step in to support your child with a disability after you are gone will feel confident about being able to support them with this instruction manual.
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The Letter of Intent also involves sorting out one’s feelings and defining expectations when thinking about the future of your child with special needs. Every child is unique, and this document will be unique: it should be flexible, clear, and personal.
The LOI may also serve a very important function while you are alive and well; it may be a catalyst to begin planning to achieve your vision for your child today.
Letters of Intent (LOI) are not legally binding documents; however, it is perhaps the most valuable document you can prepare for the future well-being of your child.
An LOI outlines, in detail, the people, places, and services your child receives and requires.
An LOI is a guide for future caregivers in making the most appropriate life decisions for your child, and helping to provide direction to their trustee in fulfilling his or her fiduciary responsibilities.
I am a special needs planning attorney and an expert in Special Needs Trusts and have been practicing disability law for more than 20 years. I am the father of an adult son with Down syndrome, so I know the challenges that families face when trying to provide a future for all their children. So if you are looking for an attorney for special needs trust, look no further. After years of the practice of law, I thought the best way to give back would be to provide special needs estate planning documents for families with a child with special needs in an easy and affordable way. That is why I created this 501(c)(3) nonprofit corporation to provide families with an affordable way to protect their loved ones. Create your will and special needs trust now by clicking here or set up a free appointment with me by clicking here!
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