What’s So Special About a Special Needs Trust?

If you have a child with special needs, you’re undoubtedly concerned about how your loved one will be cared for when you are no longer able to provide adequate care yourself. A special needs trust may provide an answer… and some much-needed peace of mind.

A special needs trust allows you to provide funds that can help improve the quality of life for your special needs loved one without jeopardizing eligibility for necessary government assistance, such as MassHealth and Supplemental Security Income (SSI). Funds in the trust can be used for all of the following and more:

  • Medical therapies and procedures not available through government assistance
  • Private companion services and supplemental home care
  • Travel and entertainment, such as movies, concerts, and electronic equipment
  • Pet care

In Massachusetts, we are fortunate to have a wide range of government programs to assist people with special needs. However, these programs often have their own sets of rules, which can be extremely complicated.

Don’t let an improperly designed special needs trust jeopardize your loved one’s eligibility for essential programs. I have years of experience in this specialized area of the law and welcome the opportunity to assist you every way I can. In addition to special needs trusts, I can help with guardianship and conservatorship, detailed care instructions, finding appropriate Disability and Special Education Advocates, and trust administration.

You can learn much more by watching my special needs trust seminar here.

Until next time, take care…

If I have created a plan for you and you are happy with it, the best compliment you can give me is to recommend my firm to family and friends.  As you know, everyone should have an estate plan.