Special Needs Planning

Planning for children with special needs or relatives on medical assistance is a very tricky and delicate situation. Special needs planning involves drafting trusts and planning to ensure that these individuals are not ineligible for benefits due to financial circumstances such as inheritance, or insurance settlements. 

Special Needs Trusts can be first person or third person, as well as pooled trusts. Trust administration is also a concern, as determining to not use a pooled trust, who the trustee will be for the trust. There are a lot of factors, such as trust administration, SSI rules, ABLE accounts, that Saulino Law can help you navigate through.

 

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