What is different about Special Needs Trusts?

Miner Law Offices works with disabled persons and their families to draft first and third party special needs trusts. Special needs trusts are designed to allow persons living with a disability to receive funding into the trust from several sources, while still maintaining their eligibility for Social Security Insurance, Medicaid, State, Federal and local benefits.
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Customized Solutions for Long-Term Stability

Protecting Financial Security

Special Needs Trusts play a vital role in safeguarding the financial security and well-being of individuals with disabilities. Our team crafts special needs trusts tailored to the circumstances of each beneficiary. Thus we ensure that beneficiaries receive the support they need to thrive while preserving their eligibility for essential government benefits.
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Third-Party

Special Needs Trusts

This type of SNT is created by a parent, guardian, or individual caring for a person with disabilities, who is the trust beneficiary. It is managed by the trust creator (grantor) or designated party, such as a friend, family member, or professional fiduciary to ensure the funds are being used in a way that doesn’t undercut or jeopardize the beneficiary’s receipt of government benefits. Typically a Third-Party SNT is funded during the grantor’s lifetime by the transferring funds or by something like a life insurance policy where the SNT is named as beneficiary.
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First-Party or Self-Settled

Special Needs Trusts

In this type of SNT, the person with disabilities is the grantor (trust creator) and the beneficiary. A First-Party or Self-Settled SNT is often used when a person’s own assets or future inheritance threaten the low limits set on government benefits eligibility. By transferring ownership of accounts to the trust itself, savings can be preserved for and managed by individuals who may no longer be able to work or for whom income can be irregular due to health issues.
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    What our customers say

    Testimonials

    I came to Andy with a request for help with putting my living trust together, and I knew very little about the process. Andy and his staff explained every detail to me along the way, did almost all of the leg work for me, and completed my living trust within…

    Ayna B.

    Andy Miner helped my husband and me with our Living Trust. We had put it off for years thinking it would take hours and hours of searching for paperwork, and be a huge expense. It was neither. Andy completed our Trust within two short appointments, and it was less money…

    Deirdret C.

    Fantastic service, not only is he knowledgable he goes the extra mile. He also was able to find a very nice and simple solution for me that covered me from all directions. I'll be working with him for a long time.

    Thomas F.

    Superb, timely, professional service. Andy makes even the most convoluted legalese understandable. High value for the price - highly recommended.

    Peg W.

    The process was completed very efficiently and professionally. I had two in-office meetings with Andrew during which he was very knowledgeable and helpful. I have already recommended him to two of my friends.

    LINDA L.

    Andy and his team were very helpful, thoughtful and patient during the whole process, making sure to cover scenarios that I didn’t even consider. They even went the extra effort to have a notary come to my own place (who was also great!)

    Francis V.

    I am delighted to share my heartfelt appreciation for the exceptional legal services provided by Miner Law Offices. From the moment I reached out for assistance, the entire team demonstrated unparalleled professionalism, expertise, and dedication to my case.

    JAMES O.

    Act now and contact us today to schedule your free estate planning consultation.

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