Special Needs Trusts preserve eligibility for needs-based programs like SSI and Medicaid while allowing funds for housing, education, medical care, therapies, and daily supports. They provide financial stability, reduce family conflict, and offer a clear framework for guardians and caregivers to follow.
Thorough planning identifies potential obstacles, sources of conflict, and missed opportunities early, allowing families to address them before they arise and ensuring access to essential supports remains intact.
Choosing a local firm with experience in estate planning and disability planning helps ensure familiarity with Maryland law, county resources, and coordination with caregivers. We listen to your goals and translate them into a structured, realistic plan.
We help clients review and revise their plan on a regular basis, ensuring governance stays clear and responsive to new needs.
A Special Needs Trust can protect eligibility for means-tested benefits while providing supplemental support. It is designed for individuals with disabilities and can be tailored to family goals and resources. This planning option helps balance dignity, independence, and security. It can also coordinate with guardianship and health care decisions as family needs evolve.
A properly drafted trust can preserve eligibility for programs like SSI and Medicaid, while allowing funds for essential supports. The impact depends on the trust type, funding source, and how distributions are structured. Ongoing administration helps ensure continued compliance with program rules. Our team stays current on policy changes to help you adjust plans as needed.
A trusted individual or professional fiduciary is typically appointed. It is important to choose someone who understands the beneficiary’s needs, follows the trust terms, and maintains meticulous records. Clear communication and regular oversight help ensure successful administration. We can help you evaluate candidates and set governance protocols.
Costs vary based on complexity, the size of the trust, and ongoing administration. Typical fees cover drafting, fiduciary services, and annual reviews. Some programs may have additional requirements or filings to maintain eligibility. We provide transparent estimates and explain what is included so you can plan effectively.
Amendments or revocation depend on the trust terms and the beneficiary’s status. Irrevocable trusts generally cannot be changed, while revocable trusts allow modifications. Legal guidance ensures changes comply with program rules and protect benefits. We review options with you to determine the best path forward.
Processing time varies with case complexity and funding. A typical timeline includes drafting, reviews, funding arrangements, and potential court filings. We guide you through each stage to set expectations and maintain momentum. Delays are less likely when you provide complete information early.
Plans should be reviewed regularly to adapt to evolving health, housing, and care needs. We help update distributions, governance, and funding strategies while keeping eligibility stable. Regular check-ins help catch changes early and keep the plan aligned with goals.
Yes. A well-integrated plan coordinates guardianship decisions with trust governance and care planning, ensuring consistent choices are made in the beneficiary’s best interests. We help align documents and authority to avoid conflicts and ensure seamless management.
Yes. We assist families in surrounding counties and neighboring states, adapting planning strategies to local laws while maintaining a consistent, client-centered approach. Travel or relocation should not disrupt ongoing trust administration.
Call or email to schedule a consultation. We listen, explain options, and outline a realistic plan with clear steps, timelines, and costs to help you move forward confidently. You will know what to expect at each stage.
