Moore Law Firm

Moore Law Firm

9949 W. Bell Road
Suite 201
Sun City, AZ 85351
Contact Us For A Courtesy Consultation
623-207-9153

Why should I consider a special needs trust?

Competent estate planning is one of the best ways to ensure that you can provide for your loved one's after your death. This may mean setting up something basic like a will and revocable trust, or it may require more extensive documentation to ensure that all assets, identified heirs and beneficiaries, and situations are accounted for. This can be a challenging task to address, which is why it is advisable that you seek out legal assistance to develop your plan.

One matter an attorney can help address is the future care of a child with special needs. Arizonans who have special needs children often worry about how those children will get by without their financial and emotional support. It's a difficult issue to address, but through the utilization of a special needs trust you better maximize the resources that your children will have at their disposal.

Generally speaking, assets placed into a special needs trust do not count toward requirements that must be met for an individual to obtain public benefits. Therefore, if a child receives Social Security disability benefits, then certain income and asset limitations are imposed to limit funds to those who are truly in need. By utilizing a special needs trust, though, you can give your special needs child additional assets without it effecting their eligibility for these programs.

Another benefit of the special needs trust is that it can protect assets from questionable uses. Not all heirs and beneficiaries know how to spend their money wisely. This type of trust can contain certain terms and restrictions on asset distribution that can secure trust funds for a greater period of time which, in turn, provides the child with more long-term stability.

Funding one of these trusts can be worrisome when you calculate the costs associated with a special needs child's future care. However, an attorney who is experienced in creating these types of trusts can help give a realistic idea of how far the trust will go when funded at a certain level and provide additional estate planning options that can help meet your needs as fully as possible.

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Client Testimonials

I got the family trust updated.
I was very pleased with the expertise and professionalism exhibited by your staff in serving my needs.

Our legal documents were outdated due to time and circumstances.
The staff at Moore Law Firm worked with us to develop a trust and other legal documents which meet our current as well as our future needs.
The staff at moore law firm were so professional, knowledgable and friendly to work with. They worked beyond to accomodate our needs. Thank you all.

Moore Law Firm
9949 W. Bell Road
Suite 201
Sun City, AZ 85351

Phone: 623-207-9153
Phone: 623-207-9153
Fax: 623-977-7237
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