Special needs trust
A trust that holds money without ending benefits
Reviewed when it fitsFederal and state
A legal trust that can hold an inheritance, a settlement, or family savings for your loved one without counting against SSI or Medicaid. Set up by an attorney; the family creates it, the loved one does not have to sign.
Leads to
Protects everything else on this list
Where Families Get Stuck
Waiting until the inheritance has already landed in their name. Once it is theirs, the options narrow.
The details
- Worth
- Unlimited; protects the benefits
- Forms
- Attorney-drafted; pooled trusts exist in most states for smaller amounts
We research and prepare. We do not file.