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OUR FORMS

Getting Started with Your Special Needs Trust

Legacy Enhancement can assist you with the establishment and maintenance of your pooled special needs trust or minor's trust. If you’d like to request a distribution or are interested in learning more about allowable and/or restricted purchases, please see the forms below. You may also change your contact information using our downloadable Change of Contact Information form.

For more assistance, or if you have additional questions, please call us at (888) 988-5503. Free consultations are available!

Keep Up With Legacy

Read Our blog to stay updated
  • Is a Special Needs Trust Considered Income?

    A special needs trust can be a valuable tool to add to your child’s long-term financial plan. There are several benefits of doing so, but one of the ... read more

  • What Is the Special Needs Trust Fairness Act?

    The Special Needs Trust Fairness Act of 2015 ( Senate Report 114-99 ) modifies how revocable trusts are treated when they are for the benefit of ... read more

  • How Can I Ensure My Child With Special Needs Receives a Full Inheritance?

    If your child has special needs, there are many elements you must consider regarding his or her financial future. An important component of your ... read more

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