TurnKEY Stats

Special Needs Planning

If your loved one has special needs and receives, or may later need to receive, public benefits, then special needs planning is often necessary.

A Special Needs Trust (also called a Supplemental Needs Trust) is a form of trust established to allow the beneficiary of the trust to receive funds from the trust without losing government benefits such as Medicaid. Typically, a parent, grandparent, or guardian establishes a Special Needs Trust for a disabled child or other relative.

Sometimes, Special Needs Trusts are necessary to protect an award or settlement from a lawsuit. We show our clients how to enjoy the benefits of their inheritances or settlements while maintaining the availability of public benefits. The particulars of your circumstances will determine the type of Special Needs Trust best suited to meet your needs. We can help with:

*Supplemental Needs Trusts
*Third Party Funded Supplemental Needs Trusts
*Self-Settled Supplemental Needs Trusts
*Trust Administration

At Nathan Ziegler & Associates, we can help you with special needs planning in the Lubbock, TX area – call us today!