Drafting a third-party special needs trust (SNT) goes beyond legal compliance—it is about creating a holistic plan that ensures the beneficiary’s long-term well-being. Without a comprehensive strategy that integrates public benefits, family dynamics, and future care needs, the trust may fall short of supporting the beneficiary’s overall quality of life. In this session, you will learn how to draft third-party SNTs that preserve public benefits and address the broader goals of financial security, quality care, and personal independence. By taking a holistic approach, you will be equipped to guide your clients in creating a plan that provides true peace of mind for their loved ones with special needs.