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If you have a loved one with a disability, we can help you plan for their future.

special needs planning
In many circumstances, if your loved one is receiving government benefits such as Supplemental Security Income, Social Security, or Medicaid, receipt of an inheritance can cause those benefits to be reduced or eliminated. A Third Party Special Needs Trust can be funded with an inheritance or other resources from someone who is not the person with the disability.

Through the trust, those resources can then be used to supplement the needs of the disabled person, while allowing them to maintain their governmental benefits. The trust gives the trustee the discretion to make distributions to the beneficiary to the extent possible without reducing benefits, and trust assets also become available if the beneficiary no longer qualifies for governmental assistance or that assistance is no longer available.

A Third Party Special Needs Trust is just one example of the planning that can be done to assist someone with a disability. We will work with you and your family to determine the best strategy to help care for your loved one. Planning for peace of mind – that’s what we do.

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