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984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
A properly drafted SNT preserves access to essential public benefits, streamlines future planning, and offers flexible funds for education, housing, and care. It also helps family members coordinate with doctors, guardians, and social services to ensure consistent support over time.
A holistic approach aligns legal, financial, and caregiving aspects, reducing friction between family members and service providers. This coordination fosters smoother transitions across life stages and helps maintain quality of care.
Our firm combines expertise in estate planning, elder law, and trust formation to deliver practical, family-focused guidance. We emphasize understandable explanations, transparent pricing, and a respectful approach that helps families feel confident in their decisions.
Lifelong planning considers aging, guardianship transitions, and evolving benefits programs to maintain stable support for the beneficiary across stages of life.
A special needs trust (SNT) is a legal arrangement that allows funds to supplement the beneficiary’s care without disqualifying them from essential benefits. It separates assets from individual eligibility and provides controlled distributions for necessities such as therapy, equipment, or transportation. To begin, schedule a consultation with our firm to discuss your loved one’s needs, gather relevant documents, and outline a plan. We guide you through the drafting, funding options, and ongoing administration to ensure the trust functions smoothly over time.
Yes, when properly drafted and managed, a special needs trust can preserve eligibility for programs like Medicaid and SSI while providing supplemental support. In contrast, outright gifts can jeopardize benefits. Our team helps structure assets within the trust so benefits remain intact, and care objectives are funded.
Choosing a trustee is critical. Many families select a family member, a trusted friend, or a professional fiduciary who understands reporting duties, investments, and legal obligations. We advise on roles, potential conflicts of interest, and creating detailed guidelines to ensure responsible management and clear communication with beneficiaries.
Funding a special needs trust can come from cash, life insurance proceeds, or re-titling assets. The funding approach affects tax considerations and how quickly the trust can start supporting the beneficiary. We review your assets and design a funding plan that aligns with benefits rules and your family’s goals.
Timing depends on complexity, availability of documents, and court requirements. A straightforward trust may take several weeks, while a more involved plan could extend to a few months. Our team keeps you informed about milestones and coordinates scheduling to minimize delays.
A revocable trust option allows changes during life, while an irrevocable approach limits shifts after creation. We explain implications, protections, and when each is appropriate. If updates are needed, we guide you through amendments or new documents while maintaining compliance.
When needs change due to aging, health, or changes in benefits rules, we adjust the trust terms, distributions, or funding as allowed under law. Periodic reviews help ensure continued alignment with goals and regulatory requirements.
Costs vary based on complexity, but we strive for transparent pricing with clear scope. Ask about flat fees or itemized estimates during your consultation, along with potential ongoing service options.
Yes, a well-drafted SNT can cover therapies, housing adaptations, transportation, and education support, as long as distributions align with program rules. Our team helps tailor the plan to the beneficiary’s needs and the family’s financial situation.
To start, schedule a consultation through our office for a personalized assessment and timeline. We collect documents, explain options, and outline the next steps. We’ll guide you through drafting, funding, and filing steps, with ongoing support as your plan evolves.
