Special Needs Planning / Special Needs Trusts
Our law firm has the experience and the expertise to establish effective Special Needs Trusts for anyone who wishes to provide for a disabled beneficiary. While you can certainly bequest money and assets to those with special needs, such a bequest may prevent them from qualifying for essential benefits under the Supplemental Security Income (SSI) and Medicaid programs.
Fortunately, the government has established rules allowing assets to be held in trust, called a Special Needs or Supplemental Needs Trust for the benefit of a recipient of SSI and Medicaid, as long as certain requirements are met.
Riverwood Legal and Accounting can navigate the complex processes and paperwork to help you create a secure financial future for your special needs loved one. Have the peace of mind knowing that your plan is set in place, and that you’ve helped your loved one create their best future.
Give us a call today to get started at 262-446-8145.