Special Needs Planning

Securing the Future of Special Needs Loved Ones

If you are currently caring for a loved one who has special needs, you may be worried about what will happen to them if and when you are no longer able to do so.

While you can certainly provide for them in your Will, a sizable bequest can also prevent them from qualifying for important means-tested benefits, such as Supplemental Security Income (SSI), Social Security Disability Income (SSDI), and Medicaid. 

HighPoint Law Offices will help you protect their future by setting up a special needs trust that provides for them without impacting their eligibility for government benefits. The assets in the Trust can fund important supplemental needs such as:

  • Yearly check-ups at an independent medical facility.
  • Tutoring and supplemental education.
  • Medical and dental expenses not covered by insurance.
  • Personal care attendant or escort.
  • Transportation (including vehicle purchase).
  • Maintenance of vehicles.
  • Materials for a hobby or recreational activity.
  • Special dietary needs.

In general, special needs trusts can be standalone arrangements funded by assets like life insurance policies or integrated into an existing living trust. A Pennsylvania estate planning attorney will help you design the protective solution that meets your family’s needs.

Meet With a Special Needs Trust Attorney Today

By setting up a Trust, you can ensure the personal and financial security of a vulnerable loved one. At HighPoint Law Offices, we can help you create a special needs trust that gives them the protection and support they need. To schedule a consultation with Attorney Peter Gilbert and his team, please contact us today.