Special Needs Trusts
Protecting Loved Ones with Dignity and Security
Families of individuals with disabilities face a unique challenge—how to provide financial support without risking eligibility for essential government benefits. A Special Needs Trust solves this by ensuring lifelong care, supplemental support, and legal protection for your loved one.
How It Works
Preserves Government Benefits
This trust is designed to supplement, not replace, benefits like SSI, Medicaid, and housing assistance—keeping eligibility intact.
Financial Security
It provides a reliable stream of support for medical care, therapies, housing, and other needs, without burdening caregivers.
Customizable Management
Every trust is tailored to the beneficiary’s needs, from health and education to transportation and recreation.
Trustee Oversight
A trustee ensures funds are managed responsibly, protecting the beneficiary from misuse or mismanagement.
Flexible Funding
The trust can be funded with gifts, inheritances, life insurance, settlements, or contributions from family members.
Long-Term Support
Even after primary caregivers are gone, the trust continues to provide financial stability and care.
Key Benefits
01
Peace of Mind – Know your loved one is supported long after you are gone.
02
Improved Quality of Life – Pays for supplemental services not covered by government aid.
03
Tax Advantages – Depending on structure, the trust may provide significant tax relief.
04
Controlled Asset – Funds can only be used for the beneficiary’s well-being.
05
Avoids Probate – Assets pass outside the court system, saving time and costs.
06
Asset Protection – Trust assets are shielded from creditors, lawsuits, and exploitation.
