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Special Needs Trusts

Enriching Lives Through Security

Protecting Benefits
Protecting Benefits

For those who have loved ones with special needs — either physical or mental — devising a plan customized to their financial needs while not jeopardizing their access to critical government benefits is complex. A Special Needs Trust can protect means-based government benefit eligibility while at the same time providing assets that will meet the supplemental needs of the person with a disability.

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Empowering Independence

How We Can Help

When it comes to setting up a special needs trust, having an attorney by your side is so important. It can feel like a lot to take on, especially with all the legal details and rules to navigate. You want to make sure everything is done right to protect your loved one’s future!

A knowledgeable attorney can guide you through the process, ensuring that the trust is tailored to meet your specific needs and goals. They’ll help you understand the different types of trusts and find the best fit for your situation. Plus, they can make sure that everything complies with regulations, so your loved one can receive the benefits they deserve without jeopardizing their eligibility.

Don’t wait until you’re knee-deep in paperwork to reach out for help! Connecting with an attorney early on means they can assist you in gathering the necessary documents and avoid any pitfalls down the road. At the Rodriguez Estate Planning and Elder Law Firm, we’re here to look out for you and your loved ones every step of the way. Let’s work together to secure the best future possible for your family. Schedule a consultation with us today!

$1M
Families in the U.S. have established special needs trusts
$10k+
Saved annually on average from preserving public benefits
70%
Of adults with disabilities rely on means-tested government benefits

FAQ

Frequently Asked Questions

Don’t see your question among our common questions? Please reach out via our contact form and we will get right back to you!

Will setting up a special needs trust affect my loved one’s eligibility for Medicaid or SSI?

No, a properly structured special needs trust can protect eligibility for Medicaid and SSI by not counting as a resource for these means-tested benefits.

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