Special Needs Trusts
At Treleven & Klingensmith, we have the experience necessary to create and manage Special Needs Trusts for families with disabled children or dependents. Our dedicated estate planning team understands the unique challenges and opportunities in planning for the future of your loved ones with special needs.
Why Choose a Special Needs Trust?
Financial Security Without Compromising Benefits: A Special Needs Trust allows you to provide financial support to your disabled loved one without affecting their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI).
Customized to Your Loved One's Needs: Every trust is tailored to meet the specific needs and lifestyle of your disabled family member, ensuring they receive the care and support they need.
Peace of Mind for the Future: Knowing that your loved one's financial and care needs will be taken care of, even when you are no longer able to do so yourself, brings invaluable peace of mind.