supplemental needs trusts

Consider a Special Needs Trust for Support and Benefit Preservation

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special needs trust, image of man and woman drinking coffee outdoors

If you have a loved one with a disability, estate planning takes on a different dimension. Your goal is not only to provide financial support but also to protect access to essential public benefits. A special needs trust, sometimes called a supplemental needs trust, is the tool that allows you to achieve both. Without it, … Read more

Special Needs Planning Can Preserve Essential Benefits

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special needs planning, image of young man studying

Providing for a loved one with a disability requires careful planning if they rely on need-based government benefits like Medicaid and/or Supplemental Security Income (SSI). While leaving a direct inheritance might seem like the right thing to do, it can inadvertently put their benefits at risk. A well-structured special needs trust offers a solution, allowing … Read more