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Protect your loved one’s future while maintaining their independence and benefits.
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Special Needs Planning
Planning For Your Future
Compassionate Legal Planning for Families with Special Needs in Montgomery County, PA
Secure the Future for Your Loved One
If you have a loved one with a disability, planning for their future involves more than love and good intentions—it requires legal planning. At Sallen Law, we help families in Pennsylvania and New Jersey create Special Needs Trusts (SNTs) to protect benefits and provide lifelong support and dignity.
What Is a Special Needs Trust?
The Special Needs Trust functions as a legal instrument which enables you to establish financial resources for disabled persons without jeopardizing their access to essential government benefits. The trusts serve as critical components for Pennsylvania residents who need to plan their long-term care needs.
Types of SNTs:
- First-Party SNT (funded with the beneficiary’s own assets)
- Third-Party SNT (funded by family or friends)
- Pooled SNT (managed by nonprofit organizations)
What are the benefits of a Special Needs Trust?
- Preserves eligibility for means-tested government benefits.
- Provides supplemental support for things public programs don’t cover (e.g., education, travel, personal care, therapies).
- Professional management of funds.
- Prevents financial abuse or mismanagement.
- Offers peace of mind to families and caregivers.
Our Special Needs Planning Services
We create personalized Special Needs Trusts and handle their funding process.
We assist clients in managing their relationships with SSI and Medicaid and other public benefit programs.
We assist caregivers by developing Letter of Intent documents.
We work together with trustees guardians and financial advisors.
Our team assists families through the process of transition planning for children with disabilities who are either minors or adults.
Opinions That Matter
Our Testimonials-
“For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning ...”
- Betty P. -
“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
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