Special Needs Trusts Blog

🌟 Choosing the Right Trustee for a Special Needs Trust 🌟 Selecting the right trustee for a special needs trust is crucial since the beneficiary does not control the trust assets. Here are some types of individuals to consider: Interested in learning more about creating special needs trusts? Contact us today using

Copilot  Any money, a person with a disability receiving government benefits, receives, can be protected with a first-person trust! Maximizing the Benefits of a First-Person Trust: A Comprehensive Guide  A first-person trust, also known as a self-settled trust, is a powerful tool for managing your assets and ensuring your financial

If you or a loved one lives with a disability, you may already know how a special needs trust can help maintain eligibility for certain public benefits. These unique trusts allow individuals with disabilities to set aside funds for their needs without losing access to vital programs like Medicaid and

A first-party special needs trust (also known as a self-settled special needs trust) is designed to hold the assets of a person with special needs, allowing them to maintain eligibility for public benefits like Supplemental Security Income (SSI) and Medicaid. Here’s a detailed list of how a first-party trust can