Supplemental Needs Trusts for the Disabled

A supplemental needs trust, sometimes referred to as a “special needs trust,” allows a disabled beneficiary to receive gifts, lawsuit settlements or other funds without losing eligibility for certain government programs. Such trusts are drafted to ensure the funds will not be counted as beneficiary-owned assets in determining eligibility for public benefits, ensuring that the needs of the disabled individual are well served.

Our attorneys are experienced with establishing the following types of supplemental needs trusts so assets held in the trust will not affect the disabled beneficiaries’ eligibility for means-based government programs like Medicaid and SSI:

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