Secure Funds & Assets for Your Loved One
Those of us entrusted with the care of a special needs or at-risk person have a few additional concerns that ordinary parents or family members may not have to consider. If you’re looking for help in setting up a trust that secures the financial interests of your loved one without risking their necessary government benefits, we can help. A properly-structured trust will ensure that funds or assets will correctly benefit the individual without jeopardizing any necessary assistance they receive. Trust our Kaysville attorneys to help plan the future you envision for your loved one. Call today to get started.
Why Choose Our Team for Special Needs Trust Planning?
- Our experience with elder law, including often complex inheritance issues, makes us Kaysville’s top choice
- Work together with our team to formulate the plan that works best for you
- Enjoy a compassionate experience with our team that understand delicate issues
- Trust the legal protections of a trust that keeps your favorite person’s interests at heart
- Ensure no undue burdens will be left to the beneficiary in regard to program conflicts
Special or Supplemental Needs Trusts
The Importance of Special Needs Trusts
The at-risk communities in our country have needs that the uninitiated would struggle to understand. If a loved one counts on you to ensure that their financial needs outside of government assistance are met, it can be tough to imagine what would happen when you’re gone.
A special needs trust is built to protect your loved one’s interests first and foremost and ensure that they are set-up without bumping them off social security, disability, Medicare, or Medicaid benefits.
Without legal protections in place, it is possible that your well-intended estate plan could inadvertently jeopardize your loved one’s ability to enjoy these necessary programs.
By entrusting the ElderCare Law Firm with your special needs trust, you can rest assured in knowing that your loved one will be covered and set-up without the added stresses of worrying about the potential myriad of problems that could come with inheritance.
Our team is ready to discuss the unique needs of your case and look forward to speaking with you soon.
At The ElderCare Law Firm Inc., we focus on helping families enhance their lives today and secure their futures for tomorrow. We excel at guiding seniors, their children, and their families through the often confusing maze of financial and legal decisions they face.
We have carefully designed a special process to give you the best planning experience while making sure we cover all the issues that affect you and your family. Your involvement in that process will primarily consist of four meetings: Vision, Design, Delivery, and Funding Follow-Up.
Our mission at The ElderCare Law Firm Inc. is to take care of our clients as they go through the aging process. When you receive planning through our firm, we see you as part of our client family, and as such, we are committed to helping you save time, stress, and money by helping you do the right thing the first time.