If You Have a Special Needs Child Prepare a Letter of intent.

Planning for a special needs child, after preparing a Special Needs Trust, is the “Letter of Intent” or Personal Needs Notebook, where the parents should provide the following information to the trustees:

(1) the nature of the child’s disability;

(2) emotional and financial care provided by the family;

(3) persons involved with the child;

(4) the child’s capabilities and limitations;

(5) their likes and dislikes;

(6) their behavioral quirks and nuances;

(7) their daily routine; and

(8) how they act with other people and in other places when the parents are not around.