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Special Needs Planning

In the past, a Will may have been enough to plan for a family member with a disability.  However, it is extremely important that families who have a family member with a disability create a well-defined estate plan. A Special Needs Trust can help ensure that your family members with a disability are well-cared for even after you are gone.

HOW A SPECIAL NEEDS TRUST WORKS

A Special Needs Trust, also known as a Supplemental Needs Trust is a specialized document designed to allow an individual to provide funds in a Trust for a loved one who is suffering from a physical or mental disability, or someone with a chronic illness.  One of the most important parts of a Special Needs Trust is that those funds are not considered countable assets for the purposes of qualification for a certain governmental benefit.  By creating this type of Trust, you are providing your loved one with funds while they are still able to qualify for their governmental benefits.

Some important things to think about when setting up a Special Needs Trust are:

Our goal at Benson Law is to help your family develop an effective plan for their future geared to their special needs and situations.