If you have a disabled family member, we can assist you in helping them remain eligible for important government benefits such as Medicaid and SSI while protecting their financial assets at the same time. Government benefit programs are “means-tested” with strict eligibility requirements. If your disabled loved one receives a cash gift or an inheritance, they could immediately become ineligible and lose their benefits for a period of time going forward. A special needs trust allows a disabled individual to receive the benefit of an inheritance or other asset while remaining eligible for government benefits. By being able to receive an inheritance and keep their benefits, disabled individuals are able to have a better quality of life. It’s also possible for the money in a special needs trust to be distributed to other family members when the disabled individual passes away thereby keeping assets in the family. At Pack Law Firm, we will meet with you to better understand the disabled person’s abilities, living situation, finances, and medical needs. From there we are better able to determine if a special needs trust is best for your family. Our special needs trust services include:

• 1st Party Special Needs Trust
• 3rd Party Special Needs Trusts
• STABLE Accounts
• Assisting Trustees with duties and audits to ensure compliance