Planning an estate is never easy but when we add in a special needs beneficiary, you need special attention. We understand the unique challenges of planning for maintaining much-need government benefits through the use of Special Needs Trusts.

Special Needs Trusts are also sometimes called Supplemental Needs Trusts. These trusts enhance the quality of life of a beneficiary without jeopardizing much-needed public assistance programs such as Medicaid or Supplemental Security Income (SSI).

We can help with protecting a personal injury settlement or properly structuring an inheritance to maximize public assistance benefits and the quality of life for a person with a disability. Not only do we help with drafting Special Needs Trusts, we have extensive experience in the administration of all forms of Special Needs Trusts through our association with the various Guardian Trusts (www.guardiantrusts.org). We have drafted and administered Special Needs Trusts that have successfully served well over 1,000 Floridians with a disability. We know Special Needs Trusts.

 

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