Special Needs Trusts
A special needs trust may help provide supplemental support for a person with a disability while protecting eligibility for certain needs-based public benefits. Different rules apply depending on whose funds are used, the beneficiary's circumstances, and the type of trust. Families can contact the firm to discuss the purpose of the trust, the questions they should consider, and possible next steps.
Indicators
When to ask about trust planning.
- You are considering a trust to support a child or adult with a disability over the long term.
- A family member may receive an inheritance, gift, or settlement, and you want to understand the implications for means-tested benefits.
- You have questions about trustees, permitted distributions, or how a trust works alongside existing support.
- You would like to review planning options before making financial decisions for a beneficiary.
How it works
What the process looks like.
1. Initial conversation
We begin with your family situation, the beneficiary's needs, and the goals you have for future support. Please do not send sensitive financial or medical records through the website form.
2. Planning considerations
We discuss relevant questions, including the source of trust funds, available benefits, trustee responsibilities, and whether further legal or financial coordination may be appropriate.
3. Next steps
The firm can explain the scope of any proposed services and whether additional specialists should be involved before decisions are made.
Privacy first
Start with basic information.
You can begin with a general question about your planning goals and the beneficiary's needs. The firm can discuss the scope of any potential assistance before you share documents.
Please avoid sharing sensitive medical, financial, or beneficiary information in the website form. The firm can request relevant materials through a more appropriate process.
Contact the firmThink this matches your situation?
Tell us briefly what is happening. We respond within 24 business hours.