We work with parents, grandparents, and others who want to establish a trust for the use of a child, grandchild, or other family member who may be eligible to receive public assistance benefits, such as S.S.I. and Medicaid, and do not want the trust funds to jeopardize their eligibility to receive for public benefits such as We also design trusts that can hold a disabled individual’s own assets for their benefit while still preserving their eligibility for Medicaid and SSI.
We invite you to read our article, Special Needs Trusts for Disabled and Medicaid-Qualified Beneficiaries, that will give you an in-depth understanding of the planning issues and ideas that the families of a special needs beneficiary should consider.
Also take a look at our article Substance Abuse Trust for a Child or Grandchild that covers the separate planning concerns of parents or grandparents who want to provide for one of their children or grandchildren with a substance use disorder, and a possibly a mental health disorder.
Achieva Family Trust, which acts as trustee for many Special Needs Trust throughout Pennsylvania, has included Martin Hagan on its list of attorneys whom it recommends to its clients as an attorney who can help design and implement an estate plan that is responsive to the clients’ goals.
We will be happy to schedule a meeting with you to discuss your concerns involving disabled family members. At the end of that meeting we will normally be able to recommend an estate plan that will achieve your goals and objectives. Our fees for preparing the estate plan will be quoted at that time as well.
Call us or send an email to schedule an appointment.