Planning & Trusts for Individuals with Special Needs


We assist our clients who have loved ones with special needs, such as mental or physical disabilities, by creating and implementing supplemental needs trusts and special needs trusts.  These trusts provide clients who are currently caring for a loved one who has special needs a way to continue financial security for their loved one into the future.  

Supplemental needs trust and special needs trusts are designed to allow financial resources to remain available to assist an individual with disabilities who receives, or may receive in the future, public benefits such as Medicaid, Medicare or Supplemental Security Income. Moreover, supplemental needs trusts and special needs trusts do not disqualify the disabled beneficiary from receiving public benefits and the trust’s terms are crafted to supplemental not replace public benefits. These trusts are an important part of an estate plan for a client who has disabled beneficiaries in their family.

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