The Law Offices of Caryl Andrea Oberman LLC

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What is a special needs trust?

A special needs trust is an instrument created to protect the assets of someone who is disabled and is or will be receiving public assistance. Special Needs Trusts are designed to permit financial resources to remain available to assist a disabled individual who receives, or may receive in the future, MH/MR and/or Medical Assistance and/or SSI benefits. They also protect such resources from immediate invasion by the Department of Public Welfare (or other providers of publicly-funded services) to reimburse the public treasury for the provision of MH/MR, MA or SSI benefits.

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The Law Offices of Caryl Andrea Oberman LLC
705 Easton Road
Willow Grove, PA 19090
P (215) 830-5025 | F (215) 830-5027