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Get Started with a Special Needs Trust Today!
Are you looking to secure the financial future of a loved one with special needs? A Special Needs Trust ensures they receive the care and support they deserve while preserving their eligibility for essential government benefits. Contact us today to start planning for their long-term security.
We'll guide you every step of the way.
What is a Special Needs Trust?
A Special Needs Trust (SNT) is a legal arrangement that allows individuals with disabilities to receive financial support without jeopardizing their eligibility for government assistance programs such as Medicaid and Supplemental Security Income (SSI).
- Protect Government Benefits: Funds in the trust do not count as personal assets for eligibility purposes.
- Provide Financial Security: Ensure your loved one has access to supplemental funds for expenses like medical care, education, and recreational activities.
- Maintain Control: A designated trustee manages the funds responsibly for the beneficiary’s benefit.
Welcome to DeGioia Law
We are your trusted source for expert guidance and legal representation in the realm of special needs trusts. Establishing a special needs trust is a crucial step in securing the financial future of a loved one with disabilities while preserving their eligibility for essential government benefits. At DeGioia Law, we understand the unique considerations involved in special needs planning. Our dedicated team is here to help you navigate the complexities, ensuring that your loved one receives the long-term care and support they deserve while safeguarding their financial well-being.
Preserve Government Benefits
Without an SNT, an inheritance or financial gift could disqualify a loved one from crucial benefits like Medicaid and SSI. A trust protects their eligibility while providing additional financial support.
Secure Their Future
A Special Needs Trust ensures that funds are managed properly and used for the beneficiary’s well-being, safeguarding their financial future.
Peace of Mind
With an SNT in place, you can rest assured that your loved one will be financially supported even after you’re gone.
Ready to Start Planning?
Creating a Special Needs Trust is one of the most important steps in ensuring your loved one’s future security. Let us help you create a customized plan that provides peace of mind and long-term protection.
Who controls the trust?
A trustee manages the trust funds and follows its rules. The beneficiary cannot control the funds.
Who should serve as the trustee?
A responsible family member, trusted friend, or professional trustee can be appointed to manage the trust.
How We Can Help You Create a Revocable Living Trust
Step 1: Schedule a Consultation
We’ll discuss your unique situation and explain how a Special Needs Trust can benefit your loved one.
Step 2: Draft Your Trust
Our experienced attorneys will create a legally sound trust tailored to your family’s needs.
Step 3: Fund Your Trust
We’ll guide you on transferring assets into the trust, whether through savings, life insurance, or gifts.
Step 4: Choose a Trustee
A responsible trustee will be appointed to manage and distribute funds in your loved one’s best interest.
Step 5: Review & Update as Needed
We’ll help ensure the trust remains aligned with your loved one’s needs and any legal updates.
Get Started Now!
Use the form below to register today!