Building An Estate Plan That Is Right For You

Special Needs Planning For Your Loved One

Securing your loved one’s future may feel like a daunting task when you are caring for a special needs child or adult. Through meticulous estate planning, however, you can take steps today to ensure that your loved one’s needs are met tomorrow.

For over 35 years, individuals and families have relied on our legal team at Trojack Law Office, P.A. to help them establish sound estate plans for loved ones with special needs. We are well-versed in the eligibility requirements for Medicaid, Supplemental Security Income (SSI), and other government programs that provide financial assistance to the young and elderly. We draw on this knowledge when we create a legal strategy that addresses your loved one’s unique concerns.

What You Need To Know About Special Needs Trusts

It is not easy to secure government assistance for an individual with special needs, but it is easy to make one mistake that renders your loved one ineligible for assistance. Special needs trusts can help you provide financially for your loved one without jeopardizing critical government aid.

Using this legal tool, you can maintain your loved one’s quality of life by disbursing funds for expenses for items, personal care or experiences that are not covered by public aid. Properly administered special needs trusts can pay for a variety of expenditures that include:

  • Vacations or trips
  • Entertainment
  • Extracurricular activities and tutoring
  • Dietary needs
  • Medical and dental care that is not covered by government aid
  • Transportation and maintenance of the transportation
  • Dietary needs
  • A personal health care aid

Minnesota’s trust laws are complex, but with our assistance, you can be certain that your trust is established correctly. We can also help you secure your peace of mind by helping you fund and administer the trust.

As a caregiver for a special needs individual, you have many responsibilities and concerns on your shoulders. Allow us to take on your legal burden and lessen your stress.

Share Your Concerns With Us Today

Our lawyers are ready to answer your questions about trusts or other estate planning instruments. Contact a skilled legal professional at our West St. Paul firm using our online contact form or by calling 651-461-3952 today.