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Special Needs Trusts in Boca Raton
When someone with a disability receives SSI or medicare, there is a limit on their savings and income. If they get an inheritance or any large lump sum of money, this can put their benefits in jeopardy. Using a Special Needs trust as part of an overall Estate Plan ensures this does not happen.
A Special Needs trust is a particular type of trust that holds funds for the benefit of your loved one with a disability and manages the money on their behalf. Since they won’t have direct control over the funds, they remain eligible to receive medicare and SSI benefits.
What can a Special Needs Trust pay for?
The funds in a Special Needs trust are discretionary, and while the beneficiary does not have control over how they are used, the trustee can use the money for the beneficiaries benefit on a variety of expenses.
Common goods and services paid for by a Special Needs trust includes things like education and books, vacations or travel, clothing, household furnishings, and personal care items.
The trust can pay for all of these items and more, while still allowing the beneficiary to receive SSI and medicare to pay for medical care and housing.
For a free legal consultation with a Estate Planning lawyer serving Boca Raton, call 561-955-8515
We have a lot of Special Needs Planning tools in our toolbox.
We can help protect your loved one’s benefits by using legal tools such as:
First Party Special Needs Trust – a trust funded with the disabled persons own money.
Third Party Special Needs Trust – a trust funded with money from third parties or other family members.
A Special Needs Trust is an incredible tool when planning for a disabled loved one.
Special Needs Trusts are sometimes called supplemental needs Trusts because they are designed for disabled individuals to get supplemental funds while keeping benefits like SSI and medicaid.
These Trusts can be customized to fit your loved one’s personal and specific needs and can pay for everything from education to service animals.
Special Needs Trusts are complex, and it is best to consult a legal legal to ensure the documents will work properly and meet the beneficiary’s needs.
Our legal team can meet with your family and craft a trust for your specific situation. Our focus and passion are ensuring you can provide the best care for your loved one for years to come.
Boca Raton Special Needs Planning Lawyer Near Me 561-955-8515
Planning for the care of another person is daunting.
Who will provide care to your loved one if something happens to you? A common and understandable fear for many caregivers is what will happen when they can no longer provide care.
A Special Needs attorney can bring peace of mind by creating a plan tailored to your family. Giving you the security and assurance that your loved one will be in capable hands and have funds available to meet their needs, whatever they may be.
Call or text 561-955-8515 or complete a Free Case Evaluation form
