FAQs About Special Needs Trusts
When should I set up a Special Needs Trust?
It’s best to set it up:
- As part of your estate plan, particularly if you have a child or dependent with special needs.
- Before the receipt of an inheritance or settlement, to avoid disqualifying a loved one from benefits.
- Early in life—even if it remains unfunded initially—so it’s ready when needed.
Can I leave money directly to my child with special needs?
Direct gifts can disqualify them from benefits. A trust provides support without risking eligibility.
Who should be the trustee?
You may choose a family member, professional fiduciary, or pooled trust organization.
Let Us Help You Protect Your Loved Ones
If you're planning for a loved one with special needs, our office can help you understand your options and craft a trust that protects their future.
Protect your loved one’s future while maintaining their independence and benefits.
Call (215) 809-3900 or contact us online to schedule a consultation.
Opinions That Matter
Our Testimonials-
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”
- Amy D. - Philadelphia, PA -
“During a pandemic, you realize that there's no time like the present to plan your estate.”
- Heather - Philadelphia, PA -
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”
- Adam - Bala Cynwyd, PA -
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”
- Anonymous -
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”
- Ivy - Lafayette Hill, PA
.jpg)
