Special Needs Trust

Helping You Protect Your Loved One’s Future Care & Financial Support

A Special Needs Trust helps families set aside money for a loved one with disabilities while helping them keep important government benefits like Medicaid and SSI.

This type of trust can help pay for things like:

Medical expenses
Therapy and care
Education
Housing support
Transportation
Everyday needs

Types Of Special Needs Trusts

First-Party Trust: Uses money that belongs to the person with disabilities, such as inheritance money or legal settlements.

Third-Party Trust: Created by parents, grandparents, or family members to help support a loved one in the future.

Pooled Trust: Managed by a nonprofit organization that helps manage funds for multiple individuals.

"Every family’s situation is different. Our team helps guide you through available planning options based on your needs and goals."

Benefits Of A Special Needs Trust

Helps Preserve Government Benefits

Allows your loved one to continue qualifying for programs like Medicaid and SSI.

Provides Long-Term Financial Support

Helps cover important expenses throughout different stages of life.

Helps Families Create A Clear Plan

Provides structure and guidance for future care and financial management.

Helps Protect Assets

Can help protect savings, property, and financial resources intended for your loved one.

Ongoing Financial Management

A trustee helps manage funds and make decisions based on your loved one’s needs.

Helping You Protect Your Loved One’s Future Care & Financial Support

A Special Needs Trust helps families set aside money for a loved one with disabilities while helping them keep important government benefits like Medicaid and SSI.

This type of trust can help pay for things like: