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Understanding Special Needs Trusts And How They Can Help You

A special needs trust is a specific type of trust that is intended to support the needs of a beneficiary who is living with a physical or mental disability. At the heart of every special needs trust is the preservation of the government benefits the beneficiary may be eligible to receive. There are specific requirements that must be met in establishing and administering a special needs trust, and the help of a qualified estate planning lawyer can be extremely beneficial.

At the Law Offices of Melissa A. Proudian, we help Central Valley clients establish effective special needs trusts. Our extensive experience resolving complex Social Security Disability (SSD) and Supplemental Security Income (SSI) matters allows us to provide much more comprehensive special needs trusts designed to provide you with the financial support you need without placing your access to SSI benefits at risk.

Helping You Through A Complex Process

There is a great deal of confusion around special needs trusts and how the trust assets can be used. In the broadest of terms, trust assets cannot be distributed as cash or used to pay for food or shelter. The use of trust assets for these purposes could result in the reduction or elimination of your SSI benefits. Assets can be used, however, to pay for such things as vacations, household furnishings and specialized medical care and other special needs not covered by disability or benefits.

When you choose our firm, we will take the time to fully understand your needs and advise you on how a special needs trust can best be used to accommodate them. Attorney Proudian will draft a trust that provides clear instructions to your trustee regarding how the trust assets should be used so that your SSI benefits are not in jeopardy.

Talk To A Member Of Our Team About Your Special Needs Trust Questions

We invite you to contact our Fresno, California, office to discuss your questions in more detail. We offer a free initial consultation where you can learn more about your rights and options. Please call 559-554-1455 or contact us via email today to arrange an appointment.