If You Have a Special Needs Child Prepare a Letter of intent.

Planning for a special needs child, after preparing a Special Needs Trust, is the “Letter of Intent” or Personal Needs Notebook, where the parents should provide the following information to the trustees: (1) the nature of the child’s disability; (2) emotional and financial care provided by the family; (3) persons involved with the child; (4) the child’s capabilities and limitations; (5) their likes and dislikes; (6) their behavioral quirks and nuances; (7) their daily routine; and (8) how they act with other people and in other places when the parents are not around.