Westborough Trust Attorneys

At Cohen Law Services, our attorneys offer responsive personal service and thorough representation for Massachusetts families who wish to create supplemental needs trusts to protect their loved one’s assets and safeguard their access to public benefits. Our law firm brings more than 20 years of experience to this part of our practice and focuses on providing our clients with a comprehensive action plan which includes their special needs planning.

Supplemental Needs Trusts | Westborough Lawyers For Special Needs Trusts

What is a Special Needs Trust (SNT)?

A trust is a legal arrangement where property is held by one party for the benefit of another. A trust is created by a donor, who transfers property to a trustee. The trustee holds that property for the trust's beneficiaries. In terms of a special needs trust the beneficiary is the individual with an intellectual or physical disability.

What is the purpose of a Special Needs Trust?

Trusts in general have been used as estate planning techniques for a long time. An SNT is a specific purpose trust that is designed to provide assets to enhance the quality of life for a disabled person while insuring that they remain eligible for needs-based public benefits.

Why is having an SNT important?

Often, people with physical or intellectual disabilities may qualify for governmental assistance such as Supplemental Security Income (SSI), Medicaid (MassHealth), vocational rehabilitation, department of transitional assistance (DTA) and subsidized housing (section 8). If a disabled person receives assets or a lump sum of money through an inheritance, or as a result of a personal injury action or by other means (gifts or lottery winnings) they can be disqualified from receiving assistance for those governmental programs listed above.

However, when assets are transferred into a special purpose trust, they are not counted towards asset or income limits, which are used to determine eligibility for assistance with basic necessities such as, food, shelter, or medical care.

Part of a comprehensive action plan is making sure that your loved one with special needs will be cared for after you are gone. Special needs trusts allow people to provide for their loved ones while preserving eligibility for public benefits. There are several different types of supplemental needs trust. It is important to choose the right trust for your family. For more information on special needs trust or to set up a legal strategy session:

Call 508-986-9548 To Reserve An Appointment

At Cohen Law Services, you will find that our proof is in our integrity and our service. Contact us today to reserve an appointment to discuss creating the trust that meets the needs of your loved one with disabilities. If you are an existing client, please call 508-366- 8805.

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