Lacy Katzen attorneys and support professionals remind you that we are here to help!  We remain committed to providing uninterrupted excellent client service during the Covid-19 crisis as we continue to do our part in protecting the health and well-being of our co-workers, family members and our community.  Read More
You are currently using Internet Explorer to browse our website. This website is best viewed by utilizing an alternate web browser as some features may not be visible.
OK
X
HOME|CAREERS|ABOUT585.454.5650Search Icon
Banner Image Banner-ElderLaw.jpg
PRACTICES

Supplemental Needs Trusts for the Disabled

PRACTICES

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:
  • Third-party supplemental needs trust
  • Self-settled supplemental needs trust
  • Pooled trust or pooled-income trust
  • Testamentary supplemental needs trust
 
 
Home About OfficesFAQs Careers Recent Articles
Lacy Katzen LLP Attorneys at Law.
Site designed & developed by Scriptable Solutions.

Client Rights | Accessibility | Contact Us
Lacy Katze, LLP Logo in White
DEDICATED
TRUSTED
EXPERIENCED

585.454.5650
Main Office
Lacy Katzen Law Firm
600 Bausch & Lomb Place
Rochester, NY 14604


Open Monday - Friday
8:00am - 4:00pm
Facebook icon
LinkedIn icon
The "New York State Rules of Professional Conduct" establishes various criteria governing attorney advertising and solicitation. Pursuant to these rules, portions of this website may be considered ATTORNEY ADVERTISING.