Denied governmental benefits? Contact us to explore whether this instrument in a viable option.
A lawsuit settlement or an inheritance is often a welcome surprise; however, for someone on governmental benefits like Medicaid and SSI, it can be a problem. A special needs trust can be used to receive the benefit of the settlement or inheritance and allow you or your loved one to maintain eligibility for governmental benefits.
If you are a person with a disability who is entitled to receive an inheritance or a lawsuit settlement, or you are assisting a loved one with this, we can determine the type of trust that is right, draft the trust, execute the documents and ensure you have the benefit of your assets.
If you are planning for a child with a disability, our team can guide you through the planning process to ensure the child will maintain eligibility for governmental benefits when an inheritance is received. This ensures continuity of care for your child even after you are gone.