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984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Key benefits include preserving vital government benefits, granting funds for care, and controlling distributions for long-term support. A well-crafted trust minimizes risk of missteps and provides a durable framework for future guardianship, annual reporting, and updates as laws or family circumstances change.
An integrated plan coordinates medical, educational, and social supports, ensuring seamless access to services while protecting eligibility for essential programs.
Our team combines strong planning experience with a client-centered approach, focusing on coordination across care, family goals, and legal requirements.
We offer ongoing consultation, annual plan reviews, and updates to reflect changes in beneficiary needs, family dynamics, and government program rules.
A Special Needs Trust protects eligibility for needs-based benefits such as SSI and Medicaid while allowing funds to cover supplemental expenses not fully funded by government programs. This arrangement preserves independence and access to services important for daily living and long-term well-being. Implementation requires careful planning, selecting a qualified trustee, and ongoing compliance with applicable rules. An experienced attorney helps tailor distributions, manage taxes, and update the trust as family needs evolve.
A Trustee should be trustworthy, financially literate, and comfortable handling care considerations for the beneficiary. Family members can serve, but many families also use professional fiduciaries to ensure continuity and objectivity. Clear expectations, communication, and succession planning reduce conflicts and preserve the beneficiary’s interests.
When properly drafted, an SNT preserves eligibility for SSI and Medicaid by keeping assets out of countable resources. Distributions must align with the trust terms to avoid disqualifying effects. Beneficiaries still receive essential support while funds supplement care needs.
Costs vary with complexity and whether a professional trustee is used. Typical fees include attorney drafting, potential filing costs, and annual administration charges. A detailed estimate upfront helps families plan for both upfront and ongoing expenses while achieving reliable plan execution.
Setting up a Special Needs Trust can take weeks to months, depending on data gathering, document preparation, and coordination with programs. Early preparation speeds the process, but thorough drafting and funding remain essential to ensure lasting protection for the beneficiary.
Most SNTs are irrevocable once funded, limiting post-creation changes. Some revocable arrangements can be updated but may affect eligibility. Consulting with an attorney before design decisions helps you understand impact on benefits and long-term goals.
Funding typically involves transferring assets, setting up accounts, and aligning with trustee instructions. Common sources include inheritances, life insurance proceeds, and savings. Proper timing and documentation are crucial to maintain program eligibility and ensure that funds are available when needed.
Regular reviews are recommended at least annually or after major life events. Changes in laws, family circumstances, or beneficiary needs may require adjustments to distributions, trustees, or funding. Documenting updates helps keep the plan effective and compliant.
A trustee administers assets, keeps records, files reports, and distributes funds according to the trust terms. They must consider government program rules to maintain eligibility and communicate decisions clearly to family members and caregivers.
When choosing an attorney, look for experience in disability planning, elder law, and familiarity with local benefit rules. Seek clear communication, transparent pricing, and a collaborative approach that guides you from intake through implementation and ongoing support.
