November 22, 2017

Special Needs Trusts: Why They May Make Sense for Your Family

Estate Planning Legal Advice in Pennsylvania

If you are the parent or caregiver of a special needs child or adult, you are aware of the challenges involved in providing for the emotional and physical needs of that person. You may be interested in further ensuring that the special needs individual will continue to be provided for in the future, and in ensuring that available resources are used to their fullest.

One legal tool to use when providing for a special needs person is a special needs trust. Special needs trusts can be used to provide benefits to special needs persons. They can also be used to protect the assets of special needs persons. Once a special needs trust is established, a family member or other trustee can use trust assets to provide the beneficiary with such things as:

  • Transportation
  • Training programs
  • Education
  • Insurance
  • Rehabilitative services
  • Companionship services/home health services
  • Entertainment
  • Other items and services the trustee deems appropriate

If you have questions regarding the establishment of a special needs trust in Pennsylvania, contact an attorney at The Law Offices of Halligan & Keaton in Media. We have practiced estate planning law in Media for over four decades and have provided trust-related legal services to hundreds of families in southeastern Pennsylvania. We are skilled at establishing trusts that:

  • Protect assets
  • Control the use of assets, to the benefit of your special needs family member
  • Minimize tax liability
  • Maximize eligibility to Supplemental Security Income (SSI)

To learn more special needs trusts from skilled special needs trust attorneys in Media, contact The Law Offices of Halligan & Keaton, by calling 610-566-6030.