Special Needs Planning & Trusts

special needs planning & trusts

One of the most important estate planning concerns for a parent or guardian of a child with special needs is how to arrange and provide for his or her legal, financial, health care, and living situation requirements after the parent or guardian dies.

The financial aspect of this area of estate planning is particularly challenging because many individuals with special needs receive essential public benefits that could be jeopardized by a conventional trust or inheritance.

Fortunately, specific types of trusts are available that can help provide for a loved one with special needs that will not, as long as certain rules are followed, negatively affect his or her eligibility for public benefits.

Please contact the Law Office of David Ahrens, LLC for more information if you are interested in establishing a trust for a loved one with special needs.