If you have a loved one with a disability and would like to make sure they will be taken care of in the event of your passing, we recommend Special Needs Trusts. This process will ensure your loved one will be eligible to receive their state and federal benefits all the while being taken care of financially.
Many individuals choose to set up Special Needs Trusts because if they were to gift the money (especially high dollar amounts), their loved one would not be eligible for their benefits. Trust funds are very complicated in the very nature of how to use the monies and other assets deposited into that account because you don’t want to take chances of disturbing the benefits given to your loved one. The trustee and alternate trustee need to understand the seriousness of this role and abide by the guidelines within the documentation.
Our knowledgeable and experienced staff can guide you and those involved through the steps of setting up Special Needs Trusts and answer any questions you might have regarding this matter. We will tailor all the paperwork around you and your family’s situation.
Special Needs Trusts & Our Team:
- Designed for individuals with special needs
- We will guide you through the process
- Explain in detail about each role and the importance of each
- Tailor and draft all documentation to your specific needs
Don’t worry about the future of a loved one with special needs, come into our office for a fee consultation on how to get started. Our staff stays current with the changing laws for government benefits in order to provide you with the best services to include all Special Needs Trusts.