Special Needs Trusts

During your life, you may be able to meet the needs of children and other family members who have special needs. But what happens when you are gone and those loved ones no longer have you to depend on?

One very effective way to make sure they are provided for is to establish a special needs trust. At Rubin, Glickman, Steinberg and Gifford, estate planning is one of our primary areas of focus. We handle all types of trusts in Pennsylvania, including special needs trusts. Whether you are considering setting up a trust or have questions about an existing one, our Montgomery County special needs trust lawyers are ready to give you the thoughtful, effective advice you need.

Proper Long-Term Planning Is Key

It is essential that a special needs trust be set up properly to avoid problems with taxation and distribution of resources to your loved one. By sitting down with you and understanding the needs of your loved one, we can create a special needs trust that meets the individual's particular needs. Some of the features of a well-drafted special needs trust include:

  • Ensuring that special needs beneficiaries receive required financial assistance
  • Provisions for future medical, psychological and general health care needs
  • Provisions designed to ensure that the individual receives an inheritance
  • Maintaining the beneficiary's eligibility for government assistance, such as Medicaid, housing benefits or Supplemental Security Income (SSI)

Our firm has handled Pennsylvania estate planning matters for more than 65 years. Over that time, we have helped many families plan for the long-term care of their special needs loved ones. We know that these issues are sensitive and extremely important, so we treat them with the seriousness they deserve. By getting to know you and taking the right steps when drafting the trust, our goal is to minimize or eliminate any potential difficulties in the future.

To Learn How To Plan For The Special Care And Needs Of A Disabled Child, Contact Our Lawyers

Do you need help establishing a special needs trust or other estate planning document? Schedule a free consultation with our Bucks County trust attorneys by calling 215-822-7575 or toll free at 800-358-9367. You can also contact our law firm online.

We are located right off of Route 309, in Colmar, Hatfield Township, and offer free and convenient parking.