Skip to main content

Special needs trusts 

Special needs trusts provide benefits and protect assets of individuals with disabilities. These trusts are often designed to receive settlements awarded in personal injury lawsuits. They are also often created as part of a family member’s estate plan to provide for future care. These trusts are designed to supplement, but not replace, access to governmental benefits.

Families of loved ones with special needs face many challenges. We offer considerable expertise gained from years of experience in special needs trusts, as well as a measure of sensitivity and compassion that affords families peace of mind in knowing that their family member’s care has been provided for.

Providing tailored advice for your situation

Our trust professionals have experience in several jurisdictions and provide compassionate and comprehensive care to families:

  • Providing hands-on help in coping with a family member’s physical, cognitive and/or emotional challenges

  • Helping to facilitate the process of securing proper health care and other governmental benefits

  • Helping to facilitate the design and construction of adaptive living spaces and/or the purchase and modification of adaptive vehicles

  • Delivering streamlined and efficient decision-making when applicable law requires discretionary distributions

Support through litigation

Our team has the temperament, skill set and compassion to support beneficiaries, their families and caretakers under the most stressful conditions. For litigation-related matters, we work with families and their attorneys throughout the process:

Pre-settlement

  • Counseling in securing and maintaining governmental benefits
  • Estate planning advice

 

Post-settlement

  • Creation of special needs trust
  • Tailored investment portfolio managed by our highly experienced investment professionals
  • Administrative services related to real estate, motor vehicles, durable equipment, case management, health insurance/governmental benefits, special education and estate administration