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Hershey Special Needs Planning Attorney

Hershey Special Needs Planning Attorney

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Our Hersey Elder Lawyers Have Special Needs Planning Experience

At Keystone Elder Law P.C., our Hershey special needs planning lawyers are knowledgeable, solutions-focused advocates for families. Special needs planning is complicated. It is crucial that you have a reliable professional on your side. Do you have any questions about special needs planning in Pennsylvania? Contact our Hershey estate planning lawyer today for a confidential consultation. Our firm is here to help you protect your family. 

Leaving Inheritance Directly to a Special Needs Loved One Could Cause Problems

Do you have a child, grandchild, niece/nephew, or any other loved one with special needs? There could be estate planning challenges. If so, it is imperative that you take a proactive approach to estate planning. Here is the challenge: Leaving an inheritance directly to a loved one with special needs might inadvertently disqualify them from receiving crucial government benefits. Many people with special needs receive financial support or other benefits through Medicaid and/or Supplemental Security Income (SSI). These are strictly means-tested federal programs. An inheritance could render a special needs person ineligible for these benefits. There is good news: Through a Special Needs Trust (SNT), you could leave assets/property to support a special needs loved one without undermining their eligibility for Medicaid or SSI. 

The Solution: A Special Needs Trust

Special Needs Trusts (SNT) are designed to manage resources for a person with disabilities without adversely affecting their eligibility for public assistance programs. Put another way, These trusts provide a way to support the individual’s lifestyle and needs over and above what government benefits cover. The funds within a qualifying SNT can be used for various expenses—including housing, education, recreation, and personal care. Establishing an SNT helps to ensure that the beneficiary maintains access to necessary public benefits—Medicaid, SSI, and any other means-tested program—while still receiving financial support. There are two types of Special Needs Trust that can be set up in Hershey, PA: 

  • First-Party Trust: A first-party special needs trust is funded with the assets of the individual with disabilities. It is a type of trust that allows the individual to retain eligibility for government benefits while using their own assets for supplemental needs. 
  • Third-Party Trust: A third-party special needs trust is established by someone other than the beneficiary. As part of your estate plan, you can set up a third-party SNT on behalf of a loved one, such as a child or grandchild. 

Parents of Special Needs Loved One May Need to Make More Comprehensive Plans

If you are the parent or guardian of a child (adult or minor) who has considerable need, you should set up a more comprehensive plan for them as part of your estate plan. Doing so is especially vital if your vulnerable child cannot reasonably manage his or her own affairs. Proactive special needs planning typically includes setting up financial provisions through special needs trusts and securing future guardianship arrangements. You should also consider things like long-term healthcare and personal care needs. 

How Keystone Elder Law Can Help With Special Needs Planning in Hersey, PA

If you have a loved one with special needs, you need to take a specialized estate planning approach. At Keystone Elder Law P.C., we have the skills and experience to help families navigate the complexities of special needs planning. Let us put the right plan in place to protect your vulnerable loved one. We are proactive. More specifically, our Hersey special needs planning attorney will: 

  • Hear your story and answer estate planning questions; 
  • Advise you on the available special needs estate planning options; and
  • Put the right plan in place for your family, including setting up a special needs trust. 

Special needs planning is complicated. A Special Needs Trust (SNT) is often the right estate planning solution, but there are many nuances that should be considered and addressed. We provide truly personalized legal representation. With a history of testimonials from former clients, our Hershey, PA estate planning attorneys have the experience that you can rely on. 

Contact Our Hershey, PA Special Needs Planning Lawyer for Immediate Help

At Keystone Elder Law P.C., our Hershey special needs planning lawyer is standing by, ready to help you and your family find the best solution. If you have specific questions or concerns about special planning, please do not hesitate to contact us today. We provide special needs planning representation in Hershey, Dauphin County, and all across the wider region.

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Comprehensive Interdisciplinary Approach

Empowering Clients with Holistic Planning at
Keystone Elder Law

At Keystone Elder Law, we believe that the physical, social, legal, and financial considerations of our clients all intertwine. We utilize an interdisciplinary approach to evaluate each area, which allows for the creation of a plan that addresses the concerns of the individual as a whole as well as the family. To this end, our model of practice includes a Care Coordinator (usually a nurse or social worker), whose expertise complements our team of attorneys.

When the road of life is smooth, decisions about legal and financial matters are easy to push aside for “a rainy day.” Planning ahead, however, will allow for more options as you view the map of where you’ve been and where you want to go. Don’t let a crisis limit your choices or derail your plans.

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