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Special Needs Trust

Ensure your loved ones are looked after, no matter what the future may hold

We'll draft a customized trust to safeguard your child's eligibility for government benefits, even if they receive inheritance from your estate. Don't leave your family's future up to chance - make a plan today.

Starting at just $950
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(818) 291-6217

What is a Special Needs Trust?

A Special Needs Trust is a powerful legal tool that can help protect the financial interests of a child with special needs.

One of the main benefits of a special needs trust is that it allows parents or caregivers to access money now to care for a child with special needs, without affecting the child's eligibility for Medicaid and other government benefits in the future. There may be a variety of tools available to help you meet your estate planning needs and to protect the interests of your child.

A common concern for parents of a child with special needs is to ensure that their child receives his or her inheritance without compromising his or her eligibility for government benefits.

We guide you through specific strategies to protect your child's financial interests now and in the future.

Mother caring for adult child with special needs

Protecting Those Who Need It Most

Every family with a special needs loved one faces unique challenges and concerns. You want to provide the best possible care and support, both now and in the future, without jeopardizing vital government benefits.

A Special Needs Trust bridges this gap, allowing you to enhance your loved one's quality of life while preserving their eligibility for essential programs. It's not just about money – it's about dignity, independence, and ensuring your child has the resources they need throughout their lifetime.

Lifetime care and support guaranteed
Government benefits fully protected
Quality of life enhancements
Peace of mind for your family
Start Protecting Your Loved One

Benefits of a Special Needs Trust

Preserve Government Benefits

Maintain eligibility for crucial programs like Medicaid, SSI, and other government assistance while still providing additional support.

Supplement Basic Needs

Provide funds for quality of life improvements that government benefits don't cover - therapy, education, recreation, and personal care.

Housing & Care Options

Ensure your loved one has access to appropriate housing, caregiving, and support services throughout their lifetime.

Family Peace of Mind

Know that your child will be cared for even when you're no longer able to provide support yourself.

Legal Protection

Assets in the trust are protected from creditors and cannot be considered when determining benefit eligibility.

Customized Care

Tailor the trust to your child's specific needs, abilities, and circumstances for personalized support.

How We Create Your Special Needs Trust

1

Consultation

We discuss your child's specific needs and current benefit situation

2

Planning

Design a trust structure that protects benefits while maximizing support

3

Drafting

Create legally sound documents that comply with all regulations

4

Implementation

Execute the trust and ensure proper funding and management

Frequently Asked Questions

What can a Special Needs Trust pay for?
The trust can pay for supplemental needs not covered by government benefits, including: medical and dental expenses, education and tutoring, recreation and entertainment, travel and transportation, personal care attendants, therapy, and quality of life improvements.
Will the trust affect my child's government benefits?
When properly structured, a Special Needs Trust will not affect eligibility for means-tested government benefits like SSI and Medicaid. The trust supplements, rather than replaces, these benefits.
Who can be the trustee?
You can serve as trustee initially, and name successor trustees for when you're no longer able. This can be a family member, friend, or professional trustee. We'll help you choose the best option for your situation.
When should I create a Special Needs Trust?
The sooner the better. Creating the trust now ensures your child is protected if something happens to you unexpectedly. It also allows you to fund the trust gradually over time through your estate plan.

Protect Your Child's Future Today

Don't wait to secure your loved one's financial future and government benefits

Book An Appointment

Draft your Trust over the phone with an Attorney:

(818) 291-6217

Does Your Child Need a Special Needs Trust?