Families with loved ones who have disabilities often face unique challenges when it comes to securing their financial futures. Planning is essential to ensure that those with special needs continue receiving the care, support, and resources they need without risking the loss of important government benefits. This is where working with a trusted Santa Clarita special needs trust lawyer becomes an important step. At the Law Offices of Andrew Cohen, we help families create solid, long-term plans that protect their loved ones and provide peace of mind for the years ahead.

Understanding Special Needs Trusts

A special needs trust (SNT) is a valuable legal tool designed to hold assets for an individual with disabilities. The purpose of an SNT is to ensure that the individual can still receive public benefits, such as Supplemental Security Income (SSI) and Medicaid, while having additional funds to cover other essential expenses. These trusts allow families to set aside money for medical care, education, recreational activities, transportation, and other services without impacting eligibility for government assistance programs.

Without proper planning, receiving an inheritance, settlement, or financial gift could cause a person with disabilities to lose access to these vital benefits. Establishing a special needs trust with the help of a skilled Santa Clarita special needs trust lawyer is the best way to avoid this issue and ensure your loved one’s future is secure.

Why Legal Guidance Is Essential

Creating an effective special needs trust requires precise legal knowledge and attention to detail. Every family’s situation is unique, and a well-prepared trust must be customized to meet the specific needs of the individual it is designed to support. At the Law Offices of Andrew Cohen, Andrew C. Cohen works directly with families to develop thoughtful, individualized strategies that comply with all legal requirements while providing maximum protection for your loved one’s future.

We understand how overwhelming this process can seem. Our team is here to explain each step clearly, answer your questions thoroughly, and create a trust that works exactly how you need it to. We aim to remove the stress from special needs planning and give you confidence that your family member’s future is in good hands.

The Benefits of a Special Needs Trust

A properly established special needs trust can offer several long-term advantages, including:

Protecting Eligibility for Benefits: Assets in the trust do not count toward income or resource limits for government programs.
Covering Extra Expenses: Funds in the trust can pay for services and items not provided by public assistance, such as therapies, education, and personal care.
Providing Long-Term Security: The trust ensures that your loved one is financially supported throughout their lifetime.
Offering Peace of Mind: Families can rest easier knowing a legal plan exists to care for their loved ones.

How Our Firm Supports You

We believe every person deserves a secure and fulfilling future. Our role is to ensure your family has the tools and information needed to build that future. When you work with our Santa Clarita special needs trust lawyer, you receive personalized support, clear communication, and a custom approach designed around your goals.

We assist with every detail of special needs trust planning, from choosing the right type of trust to funding it properly and selecting a responsible trustee. Our ongoing guidance helps ensure the trust remains compliant with all applicable laws so your loved one’s benefits are never at risk.

Start Planning Today

The best time to create a special needs trust is before a financial issue arises. By planning, you protect your family’s financial stability and ensure your loved one with special needs is fully supported. Schedule a Free Consultation at 661-481-0100. At Law Offices of Andrew Cohen, we are dedicated to helping you every step of the way.

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