Special Needs Trusts

Special Needs Trusts

When you care for a loved one with special needs, you think beyond today—you think about always. A Special Needs Trust allows you to provide financial support without risking essential government benefits like SSI or Medicaid.

These trusts are carefully designed to improve your loved one’s quality of life—while preserving their eligibility for vital assistance programs.

We help you:

• Choose the right type of trust (first-party, third-party, pooled)

• Navigate complex benefit rules

• Appoint a trusted trustee to manage funds wisely

• Ensure your wishes are carried out long after you’re gone

This isn’t just paperwork. It’s protection, dignity, and peace of mind for someone you love.”