Why Invest?

Why Invest in this Trust?
Families with children with developmental disabilities throughout Washington are in vastly different financial and economic situations.

Some people simply hire lawyers and/or financial consultants to help prepare the appropriate documents to ensure the stability and legality of their special needs trust. And they often pay up to $5,000 in fees to complete the paperwork and filings to establish a trust fund. Others may not have the know-how or the financial means to pay thousands of dollars to set up a special needs trust and appropriately invest in it. Here’s where the Life Opportunities Trust comes in. This special needs trust takes the challenge out and puts affordability back into the equation for investing in the future.The Life Opportunities Trust has several benefits for families:

Protects and Preserves Assets
Invests in the Future
Receives Matching Funds
Saves for Important Services
Requires $25 a Month Minimum Investment
Avoids Costly Legal Fees to Set Up a Private Fund

Unlike other special needs trusts, the State of Washington has put its financial and organizational support behind the Life Opportunities Trust.

	DDLOT Home About The Trust Background Why Invest DDLOT Board Trust Partners DDLOT Board Meetings What's New Enrollment Eligibility How to Enroll Enrollment Guide Enrollment Forms FAQs Eligibility Changes to The Trust Disbursements Trust I Tax Trust II Tax Current Trust Holders Using Disbursing Funds Disbursement Requests Trust Deposit and Disbursement Forms Publications Trust Brochures & Updates Enrollment Forms Trust Deposit & Disbursement Forms Contact Us The Fine Print Investments Definitions Rules and Law More Rules and Law Site Map	Why Invest in this Trust? Families with children with developmental disabilities throughout Washington are in vastly different financial and economic situations. Some people simply hire lawyers and/or financial consultants to help prepare the appropriate documents to ensure the stability and legality of their special needs trust. And they often pay up to $5,000 in fees to complete the paperwork and filings to establish a trust fund. Others may not have the know-how or the financial means to pay thousands of dollars to set up a special needs trust and appropriately invest in it. Here’s where the Life Opportunities Trust comes in. This special needs trust takes the challenge out and puts affordability back into the equation for investing in the future.The Life Opportunities Trust has several benefits for families: Protects and Preserves Assets Invests in the Future Receives Matching Funds Saves for Important Services Requires $25 a Month Minimum Investment Avoids Costly Legal Fees to Set Up a Private Fund Unlike other special needs trusts, the State of Washington has put its financial and organizational support behind the Life Opportunities Trust.