Special Needs Trusts
Keep your special needs loved ones secure now and after you pass from this life
Special Needs Trusts Attorney In New York, NY
What Is A Special Needs Trust?
If you are the primary source of support for a loved one with special needs, it’s natural to worry about what will happen to them in the future. Many New Yorkers want to make sure their family member will be cared for without leaving anything to chance. A special needs trust can help you set aside funds to support a loved one who may not be able to fully support themselves, while also helping protect their eligibility for important government benefits.
Whether your loved one lives with a lifelong disability, dementia, or another condition that requires ongoing care, planning ahead can provide stability and long-term security. Creating a special needs trust is one of the most meaningful steps you can take to protect their quality of life and ensure their needs are met for years to come. William (Bill) Simon can help you understand your options and create a plan that supports your loved one while honoring your wishes. Contact McGarry & Simon today to schedule a consultation.
Call McGarry & Simon at 347-808-2508 to schedule a consultation with a lawyer today.
What Are the Benefits of a Special Needs Trust?
Many individuals with disabilities rely on government benefits such as SSI or Medicaid. However, if a loved one receives money or valuable assets directly through a will or inheritance, it can unintentionally make them ineligible for those benefits. That’s why many New York families choose to create a special needs trust as part of their estate plan.
A properly drafted special needs trust can allow your loved one to continue receiving government assistance while also providing a financial safety net to support their quality of life. These funds can be used for important needs and services that benefits may not fully cover. If your loved one may require a guardian in the future, a special needs trust can also help provide structure and support for long-term care planning.
Don’t leave your loved one’s future to chance. Bill Simon can help you create a special needs trust that protects both your family member and the benefits they depend on. Contact McGarry & Simon
today to
schedule a consultation.
Why Do I Need an Estate Lawyer for a Special Needs Trust?
Planning a special needs trust requires careful attention to detail. To be effective, the trust must be drafted in a way that aligns with current rules governing eligibility for government benefits, including Medicaid and SSI. A trust that is not properly prepared can create delays, confusion, or unintended consequences for the person you are trying to protect.
William (Bill) Simon helps New York families create special needs trusts that are tailored to their loved one’s situation and long-term needs. From choosing the right structure to planning for future care and support, Bill will guide you through the process with clarity and compassion. Start planning today by scheduling a consultation to discuss your goals and protect your loved one’s future.
Have Questions?
Call McGarry & Simon at 347-808-2508 to speak with an attorney and take the next step toward protecting your family and your future. Schedule a consultation today and gain peace of mind knowing your wishes are documented and your loved ones are protected.