Asset Preservation

Allow us to assist you in the preservation of your assets by way of structuring and managing money or property so it retains its value and stays protected from risks like taxes, creditors, lawsuits, or loss of government or community benefits.
 

In the context of a special needs trust, asset preservation has a very specific goal: to keep funds available for the person’s benefit without disqualifying them from programs

like Medicaid or SSI.
 

How it works in practice:

• Assets are placed in a trust instead of being owned directly by the individual

• A trustee controls distributions, preventing misuse or disqualification

• Funds are spent strategically on supplemental needs rather than counted income/assets
   

Broader examples of asset preservation:

• Using trusts to shield assets from creditors or estate taxes

• Diversifying investments to reduce risk

• Titling property in ways that avoid probate or legal exposure

• Insurance (e.g., liability or long-term care) to protect wealth
   

Simple way to think about it:
 

It’s not just about keeping money—it’s about keeping it safe, usable, and intact for its intended purpose over time and then being able to transfer the asset to your love one with

maximum value.