Special Needs Trusts

Special Needs Trusts Attorney in San Antonio

What Is A Special Needs Trust?

A special needs trust is a planning technique used when a will alone is not enough. A will is great at distributing property after you pass away. However, if you have a disabled beneficiary, or you are trying to protect assets from long term care expenses, a will is not enough. Instead, you should consider a special needs trust to protect your assets.  If you fall into either of these two categories, a special needs trust can benefit you because:

  • You can keep assets in a special needs trust while still taking advantage of government programs that support the special needs person
  • You can leave money to a special needs person without cutting off the government support they are receiving
  • You can preserve assets when needing long term care, so that you can pass that money on to your kids instead of paying everything to the nursing home, or to the government

If you don’t have a special needs trust, you could likely end up paying most, if not all, of your money to the government or to a nursing home.

Paul Hardy is ready to help you with your special needs trusts. Call (726) 227-1090 today or contact him online to get started.

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What Documents Can We Prepare?

Foundational Documents

Living Trusts

Lady Bird's Deed

Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death.  A beneficiaries deed is paired with your living will.  This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.

Get started today by calling us at (726) 227-1090.

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