Special Needs Trusts

Our approach is to help families gain the knowledge they need to make informed choices for their dependent with confidence.

Leaving money or property to a loved one with a disability can require careful planning. Your loved one’s eligibility for Supplemental Security Income (SSI) and Medicaid benefits could be affected by what you leave to them. By setting up a “Special Needs Trust” in your will, you can avoid some of these challenges in the future.

Care for loved ones with special needs, even after you are no longer with them.

A Special Needs Trust is designed to benefit a loved one who has a disability, by allowing you to properly transfer savings and property to your loved one without jeopardizing his or her ability to receive government benefits.

We understand the importance of structuring a plan that assures dependents remain eligible for government programs. Our SpecialCare Planners have extensive experience with Special Needs Trusts, Guardianship issues and other legal matters that need to be taken into consideration. We look at the big picture and the take time to explain our recommendations and how they integrate with other facets of your overall financial management plan. At Barnum, our mission is to guide you to the education that empowers you.*

*Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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