The Letter of Intent as a Part of Your Special Needs Planning

The documentation that you create with your Virginia Special Needs Planning lawyer should be quite detailed and will take an incredible amount into consideration, but it will likely not cover every possible concern or wish you may have for your child’s future care.  For that purpose, many parents work with their lawyer to create a Letter of Intent.

The Letter of Intent is more along the lines of a personal letter, rather than being a more formal legal document.  It is used to supplement the Special Needs Trust in order to provide additional information.

Uses for the Letter of Intent

  • Parents often use it to address wishes that they have which don’t really fall under the purview of legal documents.
  • This document is also useful for addressing information about your child that is subject to change. While various other Special Needs Planning documents tend to be more static, the Letter of Intent can be changed out as the information in it needs to be updated.
  • Finally, a Letter of Intent is used to discuss topics that are just too lengthy to include in the Special Needs Trust.

The letter is typically addressed to the people who will be caring for your child once you are unable to fulfill that role.  When the time comes, this Letter of Intent should be given to your child’s caregivers, as well as with the trustee.  They can use the letter to help interpret your desires and to help follow through on the wishes you have for your child.

Sheri R. Abrams, Special Needs Planning Attorney in Fairfax, can help you draw up your Letter of Intent as a supplemental piece to your Special Needs Trust.  Call us at (571) 328-5795 to schedule an appointment.