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Estate planning attorney can help family with special needs trust

Even some families that exercise the ultimate prudence and due care in taking care of their loved ones through thoughtful estate planning worry especially about the needs of one or more family members with special needs.

In such a case, many families have discovered through working with a proven estate planning attorney that the creation of a special needs trust is the optimal legal instrument that caters to their singular cares in providing for a loved one with a disability.

As one commentator and professional who works for a national nonprofit group that serves disabled persons and their families notes, a special needs trust can be a wonderful planning instrument for providing care to a disabled person throughout his or her life.

That strong utility comes with a caveat, though, as that person notes: Special needs trusts often intersect with means-tested benefits such as Supplemental Security Income (SSI) and Medicaid. Persons who do not fully understand this or appreciate how improperly setting up a trust can undermine receipt of other benefits can see their aims in caring for another person highly compromised.

Thus, the close involvement of an estate planning lawyer with a deep background in preparing special needs trusts is an essential for using this potentially powerful trust vehicle to fully promote stated goals for care provision.

There are a number of issues related to establishment of a special needs trust, which centrally include its funding and the naming of a trustee to manage the trust and dole out its assets as intended to the beneficiary.

A Houston special needs trust attorney with a demonstrated record in helping clients fully promote a loved one’s interests through a special needs trust or other estate planning instrument can handle all planning-related legal concerns for any Texas resident.

Source: The Fiscal Times, "Estate planning guide for a special needs child," Sonya Stinson, July 10, 2013


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