Special Needs Trusts (also known as Supplemental Needs Trusts) involves naming someone to manage your loved ones’ personal affairs, as well as managing the legacy that you leave. At Nosal & Jeter, LLP we assist clients with disability planning for long-term needs. As experienced and knowledgeable Special Needs Attorneys, our goal is to help you plan for the future and security of your special loved one with a disability.  Have you ever wondered who will take care of and provide for your child with special needs after you are gone? How do you pass an inheritance on to your special needs loved one without effecting their governmental benefits?

Our North Carolina supplemental needs trust lawyer and South Carolina special needs trust attorneys help parents and family members provide for the needs of the disabled person with careful attention to ensure that governmental benefits, such as Medicaid or SSI, are not altered, diminished, or destroyed.

Our Trust and Estates attorneys understand the sensitive and emotional nature of Special Needs Planning.  We work with parents or caregivers to develop well thought out plans that provide detailed information and instructions regarding the individual that will require lifelong care, in addition to drafting special and supplemental needs trusts and other necessary documents.

Special Needs Children Need Special Needs Planning

If you have a child or family member with physical or mental disabilities, the worst thing that you could do is leave them a gift or devise outright in your Will or Trust.  If your son or daughter has special needs, they need a Supplemental Needs Trust and to incorporate that trust as part of your family’s estate planning. Otherwise, your child with special needs could risk losing governmental benefits, such as Medicaid or SSI. Furthermore, there are very specific rules for distributions within a Special or Supplemental Needs Trust, which is why you need to carefully choose the Trustee. Our firm typically recommends a corporate trustee who is comfortable in dealing with these types of trusts.

Benefits of a Special Needs Trust

• Protection of Assets
• Avoid or defer repayment to government healthcare agencies
• Assets in the Trust are not considered property of the person with special needs, thus they will be able to qualify for government entitlements
• Family appoints the Trustee to manage the assets and their distribution
• Not liable for lawsuits or creditors of the beneficiary

Our North Carolina and South Carolina Supplemental Needs Trust attorneys can help you incorporate planning for a special needs individual with your existing estate plan.

Call (704) 608-3429 or E-mail info@nosaljeterlaw.com to speak to a skilled North Carolina or South Carolina Special Needs Trust attorney about your family’s protection and security