When Special Care Is Needed: The Special Needs Trust Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! A special needs trust helps care for a special needs child when you’re gone. Share | Related Content Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.