Special Needs Trusts, also referred to as Supplemental Needs Trusts, play a crucial role in securing the financial future of individuals with disabilities.

Special Needs Trusts, also referred to as Supplemental Needs Trusts, play a crucial role in securing the financial future of individuals with disabilities. These specialized legal arrangements allow families to set aside funds for the benefit of their loved ones with special needs, without jeopardizing their eligibility for government assistance programs like Medicaid or Supplemental Security Income (SSI). By ensuring that the assets within the Trust are used to supplement, rather than replace, essential government benefits, Special Needs Trusts provide a safety net for important expenses such as medical care, therapy, education, entertainment, and quality of life enhancements. Through careful planning and legal guidance, families can offer their disabled loved ones greater financial security and peace of mind, knowing that their well-being is protected for years to come.

If you have questions about including a Special Needs Trust for a disabled family member in your overall estate plan, give us a call at 253.858.5434 to set up an appointment today. We represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.