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Special Needs Planning
Special Needs Planning often involves protecting a loved one’s Medicaid, Social Security Income and other need-based governmental benefits. Special Needs Trusts – also referred to as “Supplemental Needs Trusts” - are trust instruments designed to preserve public benefits eligibility when one of four common events occur:
- A disabled child (who is receiving public benefits) receives an inheritance.
- A disabled child (who is receiving public benefits) receives proceeds from a personal injury settlement or lawsuit.
- A disabled adult in a skilled nursing facility (who is receiving public benefits) receives an inheritance.
- A disabled adult in a skilled nursing facility (who is receiving public benefits) receives proceeds from a personal injury settlement or lawsuit.
The attorneys at Danna & Associates have years experience and have been at the forefront of the evolving Special Needs Trust law. We understand that failure to plan for long-term care needs can deplete assets accrued during a lifetime of savings. At Danna & Associates, our experience can help you deliver additional resources and services to a disabled loved one by utilizing the Planning Tools and the latest Special Needs asset protection strategies allowable by law.