Special Needs Trusts



There is a special place in heaven for people who care for a child with special needs! It is not an easy job and much of the work goes unnoticed and seemingly unappreciated by outsiders looking in. Yet there is something special and rewarding about helping someone in need who relies on you and your compassion to get them through the day. Part of the caregiver’s responsibility, of course, is to make sure their child receives all the government benefits to which their child is entitled, including SSI (Supplemental Security Income) and Medicaid. These are essential benefits you do not want to jeopardize by failing to plan properly. Fortunately the law allows you to set up what is known as a Special Needs Trust that allows your child to receive the benefit of having access to assets while preserving crucial “means tested” government benefits. This is a dynamic area of law and many government benefits that were once available to all disabled individuals regardless of assets or income are now becoming “means tested” which makes this type of trust much more important to have in place. For more than 25 years, we have been working with special needs children and their families helping them maximize and preserve their entitlement to government benefits. So if you are caring for a child with special needs and considering setting up a special needs trust – call us. . . we can help. And by the way, thank you for all you do!

Note: If you are planning for someone with a disability and require a Special Needs Trust, you can have this done at your convenience and at a very reasonable fixed fee through our on-line legal service. We would encourage you to take a look. If, on the other hand, your estate plan is more complex and involves more than just setting up a Special Needs Trust, we can certainly help and in most cases quote you a fixed fee as well. Just call our office. Please keep in mind that if you try our on-line legal service and you find that will not work for you, don’t worry, any money you paid will be credited to you if you elect to retain us in the “traditional” manner. So don’t put off planning for someone with special needs – we make it pretty painless!

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