Special Needs Trusts Lawyer

Secure Your Loved One's Future with Special Needs Trust Planning

Special needs trusts are essential legal tools that help families provide for loved ones with disabilities without jeopardizing their eligibility for government benefits. At McPhillips, Fitzgerald & Cullum LLP, our attorneys understand the complex relationship between disability law, estate planning, and government benefit regulations. We design customized trust solutions that safeguard your loved one's financial security while maintaining their access to vital public assistance programs. Our special needs trust services include:

• First-party special needs trusts
• Third-party special needs trusts
• Pooled special needs trusts
• ABLE account coordination
• Government benefit eligibility preservation
• Trustee selection guidance
• Trust administration support
• Medicaid and SSI compliance planning
• Comprehensive estate planning integration
• Long-term care considerations

Managing the complexities of special needs planning requires knowledgeable legal guidance. Reach out to us for personalized assistance with your family's unique situation.

Protecting Disability Benefits While Providing Financial Security

Many families are unaware that well-intentioned financial gifts or inheritances can accidentally disqualify individuals with disabilities from receiving critical government benefits. Special needs trusts solve this problem by creating a legal framework that supplements public assistance programs rather than replacing them. Common situations requiring special needs trust planning:

• Parents planning for a child with disabilities
• Relatives, including disabled family members, in estate plans
• Recipients of personal injury settlements with ongoing medical needs
• Adults with disabilities requiring asset protection
• Families concerned about long-term care costs
• Beneficiaries receiving means-tested government benefits
• Individuals with cognitive disabilities needing financial management
• Families planning for multi-generational care needs

Improper planning can have serious consequences, potentially causing benefit disqualification and insufficient resources for your loved one's care. Our attorneys provide strategic guidance to help you avoid these problems while building a sustainable financial future.

Why Choose McPhillips, Fitzgerald & Cullum LLP

Creating an effective special needs trust requires specialized legal knowledge and careful attention to detail. Our firm provides the experience and dedication your family deserves during this important planning process. Our distinct advantages include:

• 115 years of legal excellence since 1911
• Skilled and dedicated attorneys
• Martindale-Hubbell's highest AV rating for legal ability
• Consultations based on client needs and attorney availability
• Clear communication between clients and attorneys
• Client-attorney relationships built on trust
• Attentive staff committed to client service
• Thorough approach to special needs planning
• Deep roots in the communities we serve
• Personalized attention for each client

Our attorneys grasp both the legal and emotional aspects of planning for a loved one with special needs. We take time to understand your family's specific circumstances and develop solutions that provide lasting peace of mind.

Contact Us

Creating a special needs trust is an important step toward securing your loved one's future. Our attorneys will guide you through each part of the process, from selecting the right trust structure to integrating it with your broader estate plan.

Contact us today to schedule a consultation and learn how our special needs trust attorneys can help protect what matters most to your family.