Protect Your Loved One's Benefits While Providing Financial Security
Starting at just $900
Schedule Your ConsultationA Special Needs Trust (SNT) is a powerful legal tool designed to enhance the quality of life for individuals with disabilities without jeopardizing their eligibility for government benefits such as Medicaid, SSI, or subsidized housing.
This specialized trust allows family members, friends, or other parties to provide financial support for a person with special needs while preserving their access to crucial public assistance programs that provide healthcare, income support, and other essential services.
Maintain eligibility for SSI, Medicaid, and other government programs while providing supplemental support.
Fund expenses not covered by public benefits, such as therapy, education, entertainment, and personal care.
Ensure funds are properly managed and distributed according to your wishes and legal requirements.
A Special Needs Trust is essential for families and individuals in various situations:
Also known as a self-settled trust, this is funded with the beneficiary's own assets, such as an inheritance, personal injury settlement, or savings. Must include a Medicaid payback provision.
Funded by someone other than the beneficiary (parents, grandparents, or other family members). No payback provision required, making it ideal for family estate planning.
Managed by nonprofit organizations, these trusts pool resources from multiple beneficiaries for investment purposes while maintaining separate accounts for each beneficiary.
Trust funds can be used for a wide variety of supplemental needs, including:
We'll discuss your loved one's specific needs, current benefits, financial situation, and long-term goals to determine the best trust structure.
Our experienced attorneys will create a customized trust document that complies with all federal and state regulations while meeting your family's unique needs.
We'll help you choose appropriate trustees and provide guidance on trust administration, distribution standards, and record-keeping requirements.
We'll assist with properly transferring assets into the trust and ensure all documentation is complete and compliant.
We provide continued guidance on trust administration and can assist with any necessary modifications as circumstances change.
Our attorneys have extensive experience in special needs planning and stay current with changing regulations.
We understand the unique challenges families face and provide sensitive, personalized guidance.
We consider all aspects of your loved one's needs, from immediate concerns to long-term care.
Quality special needs planning starting at just $900, with transparent pricing and payment options.
When properly structured, a Special Needs Trust preserves eligibility for government benefits. The trust supplements, rather than replaces, public assistance programs.
There is no limit to the amount that can be placed in a Special Needs Trust. However, the trust must be properly structured to ensure continued benefit eligibility.
No, the beneficiary cannot have direct control over trust distributions. A trustee manages the trust and makes distributions according to the trust terms and for the beneficiary's supplemental needs.
For third-party trusts, remaining assets go to beneficiaries you designate. First-party trusts must first reimburse Medicaid, with any remainder going to designated beneficiaries.
Don't wait to secure your family member's financial future and quality of life.
Call Now for Your Free Consultation450 N Brand Blvd Suite 600
Glendale, CA 91203
Phone: (818) 291-6217
Email: rozsagyenelaw@yahoo.com