Meredith Hilton Law

Individuals with disabilities must have less than $2,000 to their name in order to qualify for government benefits. Even if they do not currently have assets over that amount, we still need to plan for future inheritances, life insurance payouts, or the general desire to save financially for their future. To do so, we set up a special needs trust where someone (usually the parent) is named trustee and supervises the money to ensure continued eligibility for government benefits. We prepare a will for the parents which coordinates with the special needs trust, and we will have wording which the parents can give to other family members for use in their wills too