Originally Posted by OldShooter
1) No rush on this. Just tell your friend that he needs to get it done and signed by the day before he dies or becomes incapacitated.
2) Special needs trusts are very arcane territory. The issue is to structure the trust so that its existence does not reduce any of the government benefits that the beneficiary may be entitled to.
This is not a nolo.com/Quicken Willmaker type undertaking and state laws may vary. Getting a truly expert attorney will cost him maybe one half of one percent of his estate value. Pretty cheap insurance.
My only slight quibble with the above is that your friend might want to start
with the nolo.com books on the subject, before seeking out a professional.
I agree that a pro is probably required to deal with a case like this, but the nolo books can get you grounded, so you can talk intelligently with the pro.