A properly funded special needs trust allows a person with a disability to receive long-term support without risking disqualification from essential public benefits. The trust can pay for items beyond basic programs, such as therapeutic activities, transportation, assistive devices, and caregiver support, while preserving eligibility and providing peace of mind for families.
One key benefit is continuity of care. Even when a caregiver changes, funds stay protected and accessible according to the plan, preventing gaps in services. This stability supports stability in daily routines and fosters independence.
Our firm combines local knowledge of Perry Hall with broad experience in estate planning and disability planning. We focus on clear communication, transparent costs, and plans that respect family goals, preserve benefits, and provide reliable long-term support.
We monitor regulatory changes and ensure continued compliance with Medicaid, SSI, and tax requirements. This proactive approach helps keep the plan effective and reduces potential disputes.
A special needs trust is a fiduciary arrangement designed to support a person with a disability while preserving eligibility for needs-based government benefits. It allows funds to be used for supplemental care, education, and quality of life without directly counting against public benefits. This structure offers long-term security and flexibility for families. Two paragraphs: See above.
A special needs trust is generally considered by families where a member has a disability and public benefits are essential. It is especially relevant when there is a desire to provide extra support without jeopardizing eligibility. Two paragraphs: See above.
Public benefits like Medicaid and SSI have asset and income limits. Properly drafted trusts can shield funds, preserving eligibility while providing supplemental payments. However, trust terms must be carefully aligned with program rules to avoid inadvertent disqualification. Two paragraphs: See above.
A trustee can be a family member, friend, or a professional with experience in trust administration. The key is reliability, financial acumen, and good communication. Clear duties, reporting, and succession planning are essential. Two paragraphs: See above.
Yes. A will can reference a special needs trust, and assets may be directed to fund the trust at death. Careful coordination ensures funding does not disrupt eligibility rules. Two paragraphs: See above.
The timeline depends on document readiness, funding strategy, and trustee selection. Some plans can be completed in weeks, while others require longer coordination with financial professionals. We provide a clear schedule and milestones. Two paragraphs: See above.
Most trusts are designed to adapt, but some provisions may limit changes. We can plan for flexibility with successor trustees and broad distributions. After creation, updates are possible as needs and laws evolve. Two paragraphs: See above.
