- Consult with family members and their professional advisors, including attorneys and financial advisors, regarding the appropriate planning vehicles to assure that disabled family members remain eligible for public benefits after the client’s death.
- Advise individuals and family members regarding the benefits and responsibilities of First Party Special Needs Trusts. Draft those trusts as appropriate and assist with their creation and funding.
- Draft testamentary and other third party Supplemental Support Trusts to help parents and other family members preserve their children and dependents’ eligibility for means-tested public benefits
- Advise both family and professional Trustees on the proper administration of Special Needs Trusts to preserve the beneficiary’s eligibility for public benefits