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Special Needs Planning: Caretaker’s Death

Prior to death, a caretaker needs to plan for the transition of support and resources for the continued care of a person with special needs.


No one likes to discuss this topic, but a caretaker of a person with special needs must give this topic special attention to ensure there is not a disruption in care or a loss of federal benefits. Estate plans, legal documents, and beneficiary designations need to reflect your wishes appropriately. Trust assets, documents, administration, and contingent trustees should be reviewed. Transition plans should consider the ongoing support roles of friends, family, and government agencies. If needed, successor guardians should be selected.

There are many things to consider when planning for the transition of care. Fortunately, you do not have to consider these things alone. We are here to help you plan for the future and will be here to assist your friends, family, trustees, and/or successor guardians implement your plans.


Click on the link below to learn more about the previous critical life event.

Caretaker’s Retirement




Questions about Special Needs Planning? Contact us.

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Waddell & Reed and its representatives do not provide legal advice.  08/19