Compassionate Legal Guidance for Special Needs Planning

A Special Needs Trust is a legal tool that allows you to set aside money or assets for the benefit of a loved one with disabilities—without jeopardizing their eligibility for important government benefits like Medicaid or SSI. The trust holds and manages resources on their behalf, covering expenses like education, therapies, travel, or personal care items not covered by public benefits.

Not when it’s done right. In fact, the purpose of special needs planning is to protect those benefits. By using a properly structured Special Needs Trust, you can provide financial support to your loved one without causing them to lose essential services or income-based benefits.

The trustee should be someone you trust to manage money responsibly and act in your loved one’s best interest. This could be a family member, close friend, professional trustee, or even a combination. We’ll help you think through the decision and build in the right structure to support your child—now and in the future.

That’s exactly what a Special Needs Trust is designed for. You’ll name successor trustees—people or professionals who will take over management of the trust if you’re no longer able. We help you create a seamless transition plan so your loved one is always protected.

It’s not recommended. Leaving money directly could disqualify them from important public benefits. Instead, placing those funds in a Special Needs Trust ensures they can access the support they need and maintain eligibility for vital programs.

Our work doesn’t stop once the documents are signed. We offer ongoing guidance, updates, and resources as your child’s needs or circumstances evolve. Whether it's reviewing your plan, adding assets, or answering new questions—we’re here for the long haul.

The sooner, the better. Special needs planning isn’t just about the future—it brings peace of mind right now. Starting early allows you to put safeguards in place, prepare for transitions, and build a long-term vision that supports your child throughout their life.