Success Story

Special Needs Trust for Long-Term Care and Asset Protection

The Problem

A family’s special needs child was named as a beneficiary in her uncle’s last will and testament. That inheritance, while a generous gift from the uncle, threatened the special needs child’s continuing eligibility for necessary governmental benefits.

Our Solution

Our attorney created a tailored special needs trust to receive the child’s inheritance, ensuring financial security without disrupting benefit eligibility.

The family gained peace of mind knowing the child’s future needs were met through a sustainable and protected structure.

Learn more about our Estate & Wealth Planning Services.