What to Include in a Memorandum of Intent for Your Child with Special Needs

If you have created a Special Needs Trust for your disabled child, you are well on your way to making sure that your child’s future is secure. But, you have more work to do. You should create a Memorandum of Intent (this is also known as a Letter of Intent.)

A Memorandum of Intent is a companion document to a Special Needs Trust. This document ensures that your trustee knows your child’s abilities, routines, likes and dislikes, and any particular interests they may have. In addition, the memorandum should specify doctors and any other resources that will help your child enjoy the highest level of independence. No one knows your child like you do, so this is your opportunity to document everything you know so the trustee can help your child live his or her best life.

Here are suggestions for what to include in your Memorandum of Intent:

  • Family history
  • Medical history
  • Religion
  • Resources that provide assistance to people with disabilities in your child’s local area
  • Housing/Residential care needs
  • Education history and future goals
  • Employment guidance including the type of work your child might enjoy
  • Leisure and recreational activities
  • Social and personal relationships that are important to your child and family
  • Likes and dislikes
  • Daily routine

Again, having a Special Needs Trust in place for your child is a critical step in making sure he or she can maintain a high quality of life. But, don’t forget the Memorandum of Intent so that your trustee understands the more routine aspects of your child’s life.   If you are ready to get started, contact the Law Office of Sheri R. Abrams at (571) 328-5795 to schedule an appointment.