GILBERT Special Needs Trusts
If you have a beneficiary that requires public assistance because of a disability, you may need a Special Needs Trust. These trusts, sometimes called Supplemental Needs Trusts, provide supplemental finances without jeopardizing programs such as Supplemental Security Income (SSI) and Medicaid. By properly structuring an inheritance, I can help you maximize your beneficiary’s public assistance benefits and their quality of life.
I needed a special needs trust for my son and Andy was so helpful!! I have a complicated situation with an ex-husband and new marriages.. he explained how the trust would work to protect my son. I can rest easy knowing that my kids will be ok!! I highly recommend Andrew Mathers!
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The consultation is where we discuss your situation, how I can help you achieve your goals and the fees. This is a great opportunity for you to ask questions and learn more about estate planning and the process.
Frequently Asked Questions
What is a Special Needs Trust?
Special Needs Trusts are typically created for those with special needs who receive benefits or governmental assistance of some kind. This allows them to receive funds from their trust without violating the terms of their government program.