Special Needs Trusts

Our East Valley law firm will help take care of your family

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.

A special needs trust is a type of trust designed specifically to care for a person with a permanent disability. Assets within the trust can pay for medical care and other expenses needed to manage your loved one's condition. The estate planning attorneys at our firm, Scott T. Jensen and Shad M. Brown, have the experience and legal knowledge to help.

Benefits of 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 affect 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, Naegle, Crider & Jensen LLC, we 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 that 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, contact us right away. Call 480-378-9000 today.

3850 E Baseline Rd Suite 112
Mesa, AZ 85206
local phone: (480) 378-9000