Trusts, including Special Needs Trusts
Trusts are powerful estate planning tools. A trust agreement is a legal document in which one party — the trustee, which may be an individual, group or organization — holds and manages property for the benefit of another – the beneficiary.
For a family trying to provide for a family member with disabilities, the use of a well-drafted special needs trust is often the key to maintaining eligibility for programs and benefits. We know the requirements for drafting effective special needs trusts. We have been writing them for more than thirty years. We will provide a thorough explanation of how your trust will work and assure quality in the development of a trust that conforms to your family’s needs.
We are available to speak to your organization or group on a variety of education and estate planning topics free of charge. We also sponsor free seminars throughout the year. For more information, click here, or call us at 215-830-5025.