special needs trust

A special needs trust is a legal arrangement that holds and manages money or assets for a person with a disability without disqualifying them from needs-based government benefits like Medicaid or SSI. The trust pays for extra expenses and services not covered by those programs while a trustee controls how the funds are used.

Family reviewing special needs trust documents

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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Need an Elder Law Attorney? Here's What to Know

Why Are Elder Law Attorneys Important for Aging?

Elder law attorneys help seniors plan for incapacity, long-term care costs, and benefits eligibility (including Medicaid), while protecting assets and preventing abuse. They coordinate legal, financial, and healthcare decisions through tools like powers of attorney, trusts, and advance directives. This article explains how their guidance supports security, dignity, and family peace of mind. In the

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