Making a first-party special needs trust work for you

Setting up a first-party special needs trust often feels like a giant hurdle when you're just trying to manage a sudden windfall or a legal settlement. It's one of those things that sounds incredibly technical—and it is—but at its core, it's just a tool to make sure someone with a disability can keep their government benefits while still having some money to actually live a better life. ...

May 18, 2026 · 6 min · Lietti Gerardo