Providing for Loved Ones with Extra Needs
Jennifer C. Rydberg, Attorney at Law
King County Wills and Trusts Lawyer
A special needs trust enables you to provide financially for the care of family members with a mental impairment or physically disability. However, an attorney who understands the federal and state regulations should draft this so that the beneficiary is still eligible for government benefits.
Kent, Washington, estate planning attorney Jennifer C. Rydberg has nearly 30 years of experience. She serves clients in the greater Seattle and Puget Sound area, including King County and northern Pierce County. Contact her today at (425) 235-5535 to arrange your initial consultation.
The Special Needs Trust
A special needs trust provides for a disabled child, vulnerable adult, elderly parent, or other relative with a neurological impairment, mental illness or physical disability that makes them dependent on you for support. If that family member is eligible to inherit, they might be disqualified from government needs-based programs such as Medicaid or Social Security Disability. When properly drafted, a special needs trust is a legal way to shelter assets from the government so that the family member can still receive government-sponsored housing, medical care, or nursing home care. The trust is used to provide extras to improve quality of life and meet basic needs, such as clothing, trips, or spending money.
The special needs trust could be established in your will (testamentary trust), or your living trust or it can be an independent trust managed by the parent/guardian. Ms. Rydberg has the sophisticated understanding of estate planning laws, estate administration, and federal regulatory matters to create a legally compliant trust.
Contact Jennifer C. Rydberg at (425) 235-5535 to arrange a consultation to discuss how to provide for your disabled heirs without jeopardizing government benefits.
