A Special Needs Trust is designed to protect the financial security of individuals with disabilities while preserving their eligibility for essential government benefits like Medicaid and Supplemental Security Income (SSI). These benefits have strict resource limits, and a special needs trust ensures that any additional financial support does not jeopardize access to critical services. The trust funds can be used to cover supplemental needs beyond what government programs provide, enhancing the individual’s quality of life.

At Life by Design Estate and Elder Law, we help families establish the right type of trust to safeguard assets, maintain benefit eligibility, and provide guidance on trust administration to prevent potential issues.