Special Needs Trusts

Helping clients accumulate and protect wealth

Do you have a loved one with special needs? Do you want to provide your loved one with financial support, but do not want to risk the loss of government benefits he or she may receive? Many individuals with special needs rely on need-based government benefits. Giving a gift or leaving an inheritance outright to a person with special needs can jeopardize the continued receipt of these critical benefits. With a special needs trust, the trust is the technical owner of the assets with your loved one as the beneficiary. As long as the trust is properly structured and distributions only go towards qualifying expenses, the trust will not result in the loss of government benefits.

For more information on trusts and how they can serve your estate planning goals, please reach out to our office for more information.

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