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Special Needs Trust Questionnaire

Sussan, Greenwald & Wesler > Special Needs Trust Questionnaire

Filling out this short questionnaire will provide us with the information we need to draft your special/supplemental needs trust documents.

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Trustee Information

(for the Special Needs Trust) the Trustee is an individual responsible for handling trust assets for the disabled child/person, if both parents are deceased:


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Grantor Information. The Grantor is the person providing the funds for the trust.


Grantor #2 (if applicable)

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Beneficiary Information. The Beneficiary is the person directly benefiting from the trust.

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Disability & Trust Information

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End of Special Needs Trust Questionnaire

Thank you for completing the Special Needs Trust Questionnaire. If you don't receive confirmation in your email, please check your junk mail.

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