Special Needs Planning

Articles in Special Needs Planning cover legal strategies to support individuals with disabilities while protecting eligibility for government benefits. Topics include special needs trusts, guardianship and alternatives, care and financial planning, estate planning considerations, and navigating Medicaid and Supplemental Security Income rules.

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What is a special needs trust?

What is a special needs trust?

A special needs trust is a trust that holds assets for a person with a disability so they can keep means-tested benefits like SSI and Medicaid. It lets funds pay for supplemental needs (e.g., therapies, education, transportation) without being counted as the beneficiary’s resources. This article explains how special needs trusts work, common funding sources, […]
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