Adults and minors
Special needs trusts provide financial support and protection for individuals with disabilities without jeopardizing their eligibility for government benefits such as Supplemental Security Income (SSI) and Medicaid. The trust allows assets to be set aside for the benefit of the individual with special needs, covering expenses not provided by government programs, such as education, personal care, medical treatments, or recreation.
The funds in the trust are managed by a trustee, who is responsible for distributing them in a way that enhances the beneficiary’s quality of life while preserving their access to essential public assistance programs. Special needs trusts ensure long-term financial security for individuals with disabilities, offering peace of mind to their families.