SPIEGEL & UTRERA, P.A.

LAWYERS

PAYMENT IS NOT REQUIRED

SPIEGEL & UTRERA, P.A.

LAWYERS

PAYMENT IS NOT REQUIRED

Special Needs Trust(s)

$667.95

Why a joint irrevocable trust?

A Special Needs Trust serves as a vital instrument for individuals facing physical or mental disabilities, or those dealing with chronic or acquired illnesses. This unique trust structure allows for the safe and unlimited allocation of assets, held in trust for the individual’s benefit. In a meticulously crafted Special Needs Trust, these assets are strategically excluded from consideration when determining eligibility for crucial governmental benefits, including Supplemental Security Income (SSI), Medicaid, vocational rehabilitation, subsidized housing, and other need-based benefits.

Beyond safeguarding eligibility, a Special Needs Trust goes a step further, providing avenues for supplemental care and additional support beyond what government assistance offers. Ensure the well-being of your loved one by allowing us to expertly draft this crucial document for you.
The Special Needs Trust

  • Asset Protection: Allows for the secure allocation of an unlimited amount of assets for the benefit of individuals facing disabilities or chronic illnesses.
  • Government Benefit Exclusion: Assets in the trust do not impact eligibility for essential government benefits like SSI, Medicaid, vocational rehabilitation, and subsidized housing.
  • Supplemental Care: Beyond preserving benefits, a Special Needs Trust enables provisions for additional care and support, including medical treatments, therapies, educational resources, and recreational activities. This ensures a personalized and fulfilling life, aligning with the unique preferences, goals, and aspirations of the individual.
  • Tailored Drafting: Our expert drafting ensures the meticulous creation of a Special Needs Trust tailored to your specific needs and circumstances, providing legal soundness and alignment with unique challenges and aspirations.
  • Holistic Well-being: Investing in a Special Needs Trust safeguards not just eligibility but contributes to the holistic well-being and quality of life for individuals facing unique challenges, offering peace of mind and security for both the individual and their loved ones.

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Living trusts, prized for probate avoidance and streamlined asset distribution, see increasing popularity as individuals seek alternatives to conventional wills. Recognizing the advantages of heightened control, flexibility, and privacy in estate management, people are drawn to these trusts. Stay informed for optimal estate planning.