Special Needs Trusts

Protect what matters most

People with special needs and their families face extra and unusual challenges concerning estate planning and legacies, and rules for governmental needs-based benefits. Some people may already be receiving such benefits, while others might be eligible either now or in the future. Still others may simply need structure, from additional safeguards to how they receive and use funds from inheritance. Many families opt to include planning tools such as Special Needs Trusts. These Trusts, sometimes also known as “Supplemental Needs Trusts,” are established for the benefit of a disabled beneficiary. Such a trust can allow the beneficiary to receive inheritances or legacies from family, settlements or judgments from lawsuits, or other funds, and yet not lose eligibility for needs-based government programs like Medicaid or SSI. We are happy to assist with safeguarding your family’s future.

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