A properly drafted special needs trust preserves access to means tested programs such as Medicaid and SSI while offering supplemental funds for therapy, education, mobility aids, and recreational activities. Benefits include asset protection, predictable budgeting, and enhanced quality of life for a beneficiary without compromising eligibility.
A streamlined governance structure makes administration simpler for trustees and family members. Clear procedures support consistent decisions, timely reporting, and predictable outcomes for the beneficiary.
Our team brings years of experience in estate planning and disability planning, with a focus on practical solutions that fit your family. We communicate clearly, outline every step, and work with you to design a plan that aligns with your values and budget.
We coordinate with guardians and care teams to ensure seamless transitions and consistent care planning. Effective coordination reduces gaps and promotes steady progress toward long term goals.
Understanding the purpose of an SNT helps families decide if this option fits their situation. With careful drafting, the trust supports education, therapies, housing, and daily living costs without risking disqualification from essential benefits.
Consulting with an attorney who understands both benefits rules and trust law is essential to navigate these complex interactions and to minimize risk while maximizing the beneficiarys opportunities for enrichment and independence.
Many families prefer a trusted relative or a reputable non profit to serve as trustee, balancing personal involvement with the need for consistent governance and adherence to legal requirements.
A clear funding plan and governance structure reduce disputes and make administration smoother for trustees and families over time.
Coordination with the trustee and care team helps maximize the impact of gifts while maintaining public benefit eligibility.
As part of thorough planning, we review options to balance quality of care with cost considerations and ensure the plan remains viable over time.
Early engagement helps pace the process and allows time for careful review and coordination with benefits programs and care providers.
We tailor strategies to your situation to optimize benefits while preserving flexibility for future needs.
If a specialized plan exists, we outline post death steps and ensure compliance with applicable laws and program rules.
We provide clear explanations, practical next steps, and ongoing support to help you protect your loved one and secure future possibilities.
