Periagoge
Scenario

When families create special needs trusts with different philosophies

My adult child has an intellectual disability and my siblings and I are trying to set up a special needs trust but we're fighting about how much control to give them over the money versus protecting them from making costly mistakes.

More people experience this than they realize.

What we've seen

Protective intentions clash with autonomy values when designing financial structures that will outlast current relationships.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money and disability?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.