Protect Benefits While Providing Long-Term Security
If you have a loved one with a disability or special needs, careful planning is essential to protect their financial security without jeopardizing vital government benefits. A Supplemental Needs Trust (also known as a Special Needs Trust) allows you to provide additional financial support while preserving eligibility for programs such as Medicaid and Supplemental Security Income (SSI).
Heather provides thoughtful, personalized planning designed to safeguard your loved one’s future while giving your family clarity and peace of mind.
What’s Included in Supplemental Needs Trust Services
Heather offers comprehensive guidance tailored to your family’s unique circumstances, including:
✔ Third-Party Supplemental Needs Trusts
✔ Trust Amendments and Restatements
✔ Coordination With Government Benefits (SSI & Medicaid)
✔ Trust Funding and Asset Transfer Guidance
✔ Trustee Selection and Administration Guidance
✔ Integration With Your Estate Plan
Planning may include drafting a properly structured trust, coordinating beneficiary designations, and ensuring gifts, inheritances, or settlements do not unintentionally disrupt public benefit eligibility. Heather works closely with families to create a plan that enhances quality of life while maintaining essential support services.
From your initial consultation through implementation, Heather personally handles every aspect of your Supplemental Needs Trust planning to ensure it is legally sound and aligned with your long-term goals.