Special Needs Trust
Planning for the long-term care and financial well-being of a loved one with disabilities requires careful consideration. A Special Needs Trust can help provide financial support while preserving eligibility for important government and community benefits, including Medicaid and Supplemental Security Income (SSI).
Our firm assists families in creating and structuring Special Needs Trusts designed to protect assets, support future care needs, and provide peace of mind. Whether you are planning for a child with special needs, an adult family member, or a loved one who may require ongoing assistance, we can help develop a strategy tailored to your family's unique circumstances.
We provide guidance on:
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Establishing Special Needs Trusts
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Preserving eligibility for government benefits
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Protecting inherited or gifted assets
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Long-term care and financial planning
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Coordinating trusts with your overall estate plan
A properly structured Special Needs Trust can help ensure your loved one has access to additional resources and support while maintaining eligibility for essential public benefits.
