Elder Law & Estate Planning Guidance in Philadelphia
Call for a Free Consultation 610.991.7986
Questions Answered. Problems Solved. Trusted Guidance Through the Estate Planning Process

Special Needs Trust Lawyer in Philadelphia

Ensuring Your Loved Ones Have the Care they Need, No Matter What

Caring for a disabled loved one is a full-time job, and many people want to ensure the care continues should something happen to them. However, while leaving them an inheritance may provide them with the resources they need to continue to live comfortably and receive the attention they need, the sudden financial windfall can actually eliminate their eligibility to receive federal assistance through the Social Security or Medicaid programs. However, there is a solution to this problem: the special needs trust.

The Philadelphia special needs trust lawyer at Chestnut Hill Legal understands how important caring for your loved ones is, especially those who struggle to or are incapable of caring for themselves. Our team provides compassionate and empathetic estate planning legal counsel that puts the law to work protecting your estate and making sure your best interests are adhered to, regardless of what your future may bring. We have the knowledge and skill needed to set up special needs trust that will not only help your loved one get the care they need but do so in a way that won’t compromise their other sources of income.

How a Special Needs Trust Works

A special needs trust is an arrangement in which a trustor leaves assets (usually money) in a trust, and then names a beneficiary who is disabled or needs special care and is eligible to receive financial assistance through Social Security or Medicaid benefits. However, unlike other trusts, a special needs trust also requires that the trustor name an independent, third-party trustee who is responsible for the money left in the trust. That person then spends the money on behalf of the beneficiary. Since the beneficiary does not have any control over the funds in the trust, they are ignored when determining eligibility for these social programs.

A special needs trust often helps loved ones pay for things like:

  • Additional medical expenses
  • Personal care attendants
  • Vacations
  • Home furnishings
  • Education
  • Vehicles or transportation

Because creating a special needs trust requires following a number of rules that can quickly become overwhelming, it’s strongly advised you speak with a Philadelphia special needs trust attorney about your wishes so you can create a trust that ensures continued eligibility while also allowing them to receive the money you intend for them.

Contact Chestnut Hill Legal today by dialing (610) 991-7986 for a case evaluation!

Get Proactive About Your Future Start the Planning Process Today

It's never too early to prepare ahead. Connect with Chestnut Hill Legal for trusted advice on how to set your family up for success.

Schedule a Free Consultation

Turn to Chestnut Hill Legal

Where You & Your Family's Needs Come First
  1. Our attorney handles cases on a flat fee basis.
  2. We maintain open communication with all clients.
  3. Client-centered representation is what we are known for.
  4. As a tech-savvy firm, we adopt innovative practices early on.
  5. Our firm offers free and confidential consultations.
Start the Planning Process Today
  • Please enter your name.
  • This isn't a valid email address.
    Please enter your email address.
  • This isn't a valid phone number.
    Please enter your phone number.
    You entered an invalid number.
  • Please select an option.
  • Please enter a message.