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

Our law firm will help take care of your family

The Mesa estate lawyers from Brown & Jensen can help clients create a special needs trust, which is a type of trust designed specifically to care for a person with a permanent disability.

Caring for a loved one with a disability is in many respects a full-time job. This responsibility is likely a defining aspect of your life, and it's important to know that your loved one will still be cared for after you're gone. For many families, a special needs trust is the solution.

Assets within a special needs trust can pay for medical care and other expenses needed to manage your loved one's condition. The Mesa estate attorneys at our law firm, Scott T. Jensen and Shad M. Brown, have the experience and legal knowledge to help. Contact us today for a free consultation.

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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.

3850 E Baseline Rd, Suite 112
Mesa, AZ 85206
(480) 447-7107
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