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Special Needs Trust

A Special Needs Trust is necessary when a person/beneficiary is receiving Social Security Income (SSI) and other government benefits such as Medicaid.  If a person inherits money, they will lose their SSI and Medicaid benefits.  The Special Needs Trust will prevent the loss of benefits.  Examples of uses of a Special Needs Trust are listed below.

Special Needs Trust Uses

This list is not all inclusive.  The list includes some examples of what a Special Needs Trust can be used for.

-      Care giving: such as a personal attendant or therapist not paid for by Medicaid

-      Experiences: such as traveling and concerts

-      Services: such as cell phone, internet or cleaning service

-      Pet care: pet food and veterinary

-      Things: such as computer, clothing or furniture

-      Anything Medicaid does not cover

The Trustee of the Special Needs Trust must be careful about making distributions for food or shelter as that may cause a reduction in benefits – It’s a balancing act.

Call to schedule your consultation with an attorney who listens and cares.


623-518-3513 


2980 N. Litchfield Rd, Suite 120
Goodyear, AZ 85395
              
email: jmahoney@mahoneylawoffice.net

Special Needs Trust