Special Needs Trust Law With Life Insurance
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FAQ
You may choose to place an existing life insurance policy into a trust by transferring its ownership, or you can set up the trust first so that it can purchase the policy. In some cases, you may be able to fill out a simple life insurance trust form with the basic information to begin the process.
A trust, in very basic terms, is a legal arrangement that leaves your assets, including your life insurance policy, in the hands of a trusted person or trusted people.
A trust is a legal vehicle that allows a third party (called a trustee) to hold and manage assets in a way that serves the interests of one or more beneficiaries. A life insurance trust is created when an individual transfers the ownership of their term or whole life insurance policy to a trust.
To put your life insurance into a trust, you'll need to create a trust deed; a legally binding document which outlines the parties that make up the trust, the trust terms, and the trust beneficiaries.
Making a Trust the Beneficiary That beneficiary does not have to be a person. It can be a charity, a church, or even a trust. In fact, there are several strategic reasons why people frequently name a trust as the beneficiary of a life insurance policy.