If you have a loved one living with special needs, we know your primary concern is making sure that they receive the care they need at all times. Ensuring medical, emotional, and financial care can be draining, and may leave you with more questions than answers.

Without proper planning, your loved one with a disability could jeopardize governmental benefits such as Supplemental Security Income (SSI) and Medicaid benefits.

Supplemental or special needs trusts are designed to provide benefits to and protect the assets of individuals with intellectual, physical, or psychiatric disabilities, without compromising their eligibility for governmental health care benefits.

Related Resource
Families often have questions about guardianship, Special Needs Trusts, SSI eligibility, and long-term planning. Learn more in our guide to Special Needs Planning in New York: Guardianship, Trusts, and Protecting Your Child’s Future.

In short, with the right planning and document preparation, your loved one can still qualify for benefits while setting aside finances to provide for their short and long-term care needs.

Our firm can help you create a plan that ensures that your loved one is well taken care of, and provided for, even after you have passed. We also help you navigate the full array of available government benefits to give you the security and assurance that your loved one receives all the benefits that he or she critically needs. Contact us to get started.