JD LEGAL PLANNING PLLC

PLANNING IS POWER®

At JD Legal Planning PLLC, we simplify the process of legal planning.  Costs are clearly identified up front, so there are no surprises.

902 28th Street South, Suite 2
Fargo, North Dakota 58103

Phone:  701.364.9595
Toll Free:  855.299.9595
Fax:  701.364.9596
agustafson@jdlegalplanning.com

Please print out and fill in the following intake forms prior to your appointment:

Client Intake Form
Financial Statement Form

 

Special Needs Trust

A Special Needs Trust (also referred to as a supplemental needs trust, self-settled special needs trust, third-party special needs trust or pooled special needs trust) allows an individual with a disability to be a beneficiary of a trust that may own unlimited accounts, real estate or mineral interests without jeopardizing eligibility for government programs and assistance.

A special needs trust is a separate document from your other Estate Planning documents.

Susan E. Johnson-Drenth was the primary author of the legislative Bill for special needs trusts in North Dakota, which became North Dakota Century Code Chapter 59-08.  Trusts for Individuals with Disabilities.

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