A special needs trust is a legal document that protects a person from losing their government assistance — such as food, healthcare, and shelter — if they inherit an estate.
If you have a loved one with special needs, you should carefully plan for that person’s future needs and best interests.
Working with a special needs trust attorney can offer you peace of mind, knowing you are making the best decisions to keep your loved one’s future safe and secure.
Working With a Special Needs Trust Attorney
This type of lawyer specializes in creating trusts that help families and individuals. They play a vital role in advising trustees to learn how to manage the trust’s assets and make distributions that comply with the law.
Working with a lawyer can give you more confidence in making important decisions for your loved one’s future.
A special needs trust attorney can guide you every step of the way and offer benefits such as:
- Higher quality of life for a special needs child, grandchild, or adult family member
- Secured government benefits
- Guaranteed peace of mind
Consulting with an attorney is essential to ensure a trust is structured correctly and meets the beneficiary’s needs.
Features of a Special Needs Trust
This type of trust provides long-term financial well-being for an individual by safeguarding their access to essential government benefits.
Here is what you can expect when creating a special needs trust with an attorney.
Trustee
A trustee manages and administers the trust on behalf of the person with special needs. This person can be a loved one, such as a family member or friend.
Beneficiary
The beneficiary of the trust is the individual with special needs. The trust is organized for their advantage and to support their specific needs, including healthcare, therapy, education, and improvements to their quality of life.
Supplemental Benefits
A special needs trust attorney can work with you to provide supplemental benefits, which is assistance that government benefits may not cover, including specialized therapies, vacations, or recreational activities.
Benefits Eligibility
A trust ensures the beneficiary is eligible for government assistance programs such as Medicaid and SSI.
Trusts and Planning With Auld Brothers Law
A special needs trust attorney can help you create and manage a trust for an individual. The benefits include access to government assistance, peace of mind for the trustee, and a secure future for a special needs person.
Auld Brothers Law knows to help you through all aspects of obtaining trusts and making important legal decisions. Our team of experienced attorneys works with you to draft a trust that fits your loved one’s needs. We can prepare a document that upholds a person’s quality of life while maintaining government program eligibility.
Auld Brothers Law is here to help you create a trust tailored to your unique circumstances and goals while ensuring it provides the necessary level of protection.
Are you interested in creating a trust, an estate plan, or other legal document? Contact Auld Brothers Law to get started.