Special Needs Trust

At Lee, Green & Stewart Attorneys at Law, we are highly skilled at drafting special needs trusts in a timely and professional manner. Contact us today at and set up a case evaluation with our estate planning lawyers in Pasadena.

What is a Special Needs Trust?

In 1993, Congress recognized special needs trusts, also known as trusts for supplemental needs, as official legal documents, thus empowering the special needs community to help protect their loved ones after they pass away.

It is a highly specialized document created for the benefit of a family member or friend with a disability, and is often created in conjunction with other elements of an estate plan, such as a trust, will, durable power of attorney, advanced health care directive, and/or a HIPAA waiver.

What Are the Benefits of a Special Needs Trust?

There are many estate planning options for special needs estate planning, but we receive perhaps the most inquiries about trusts. Few documents provide the level of protection and peace of mind that can come from a finely tailored special needs trust that protects the governmental benefits of a disabled individual.

Special needs trusts protect the beneficiary from having their governmental benefits (such as Medi-Cal) automatically cut due to a large influx of money. When money is gifted or improperly bequeathed from parents to their disabled child, there is a good chance that the government will cut off their child’s benefits based on the income. For special needs trusts, individuals are only considered impoverished when their personal assets are valued at less than $2000.

Many parents use special needs trusts to enrich their children’s lives in areas like art, music, and travel. The individual that creates the trust (known as the settlor) may choose from a vast sea of options in choosing how the money should be used, barring certain specified uses.

How Can My Special Needs Family Member Manage the Assets in the Trust?

When assets are placed in a special needs trust, your family member with special needs is never expected to manage their own assets. Our estate planning attorneys in Pasadena can help you and your loved one draft an effective special needs trust today, thereby protecting their assets and securing your future.