Special Needs Trust Attorney

For your clients that are parents of adult children with special needs, their long-term welfare is always a principle concern. They won’t always be there to take care of them or make sure that they are being taken care of. While it may seem as simple as leaving them a lump sum of money in a will, it’s not. Their medical needs have to be considered and programs such as the Supplemental Security Income (SSI) program provide important relief. However these programs have income requirements, so receiving funds from a family member could render them ineligible to receive benefits.

Long-term medical care can be expensive. However, there is an alternative that allows families to pass funds along to a loved one and maintain their eligibility for SSI benefits.

What is a Special Needs Trust?

A special needs trust can be set up by the individual, a family member or a friend and can hold assets that will be used for an individual with special needs. By holding these assets, whether it’s a donation, inheritance, or legal settlement, SSI and other government programs do not see it as income and the individual is not penalized. The trustee can use the funds to provide the type of support for the beneficiary that he or she cannot receive from government programs. This may include, out of pocket medical and dental expenses, educational expenses, and transportation.

How Special Needs Trust Lawyers Can Help

The process of setting up a special needs trust is an important and detailed one. It’s helpful to refer your clients to a special needs trust attorney who has the experience and resources to ensure that they make the right decision for their loved ones. The special needs trust lawyers at Synergy Settlement Services are adept at helping clients protect the interests of their families. We allow lawyers to focus on what they do best by handling this key part of supporting their clients. At our initial meeting, we learn about your client’s needs. Then, based on their circumstance, we create a plan that helps loved ones with special needs and makes life easier for your clients.

For more information or to schedule a consultation, please submit our contact request form or call (877) 242-0022.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.

TESTIMONIALS

"Synergy is a valuable partner in the successful resolution of catastrophic cases. Their understanding of complex issues including Medicare, Medicaid and financial planning – allows me to be certain that my clients and practice are protected."

Hector J. Lombana
Gamba & Lombana

"Coincidentally, on the day of a recent Synergy Seminar on Medicare & ERISA lien resolution I received a letter on an ERISA lien. This letter followed much back and forth between myself and the recovery vendor for BCBS. Despite my efforts they were adamant there would be no (zero)(zilch)(nada) reduction and provided case law to support their position. I tried Synergy’s Lien Resolution Services since I had just heard their Director of Lien Resolution speak. Synergy got them to reduce their claim by a third in less than ten (10) days. The result was quick and the fee very reasonable. If you have a tough ERISA lien and your typical efforts don’t work, give Synergy a try."

Michael S. Smith, Esq.
Lesser, Lesser, Landy & Smith, PLLC

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