Get Help From a Mesa Estate Lawyer to Create a Special Needs Trust

What are the benefits of a creating a special needs trust?

Like any other trust, a special needs trust allows you to set aside some of your assets for the benefit of a designated person - in this case, a loved one who has a permanent disability. You will choose a trustee to manage the assets that are part of the trust. The trustee can't give money directly to the beneficiary. Instead, that money can be spent on medical expenses, attendant care, rehabilitation, transportation and other services your loved one needs.

The key advantage of using a special needs trust is that those funds do not impact your loved one's eligibility for government benefits, such as Medicaid. That's because your loved one has no ownership or control over the money in the trust - it isn't counted as part of their assets.

At Brown & Jensen, our Mesa estate lawyers understand all of the financial and legal intricacies of special needs trusts. We can help you choose a reliable trustee to manage your loved one's care and draft documents that will ensure the assets you place in trust will meet your loved one's needs. We understand just how important this is to you and your family, and we take that responsibility seriously.

If a special needs trust is part of your estate planning needs, our law firm can help. Contact us today for a free consultation.