A special needs trust holds assets for the benefit of a person with disabilities without disqualifying them from means-tested government programs like SSI or Medicaid. A direct inheritance could eliminate those benefits. A properly drafted third-party special needs trust provides supplemental resources for education, transportation, recreation, and personal care while preserving the beneficiary’s essential government support.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
