Special Needs Planning Planning For Your Future

Montgomery County Special Needs Estate Planning Attorney

Also Serving Philadelphia County, Merion Station and Surrounding Areas

Caretakers of mentally or physically handicapped individuals must take into consideration how their care will be obtained if you are no longer able to provide for them. At Sallen Law, our Merion Station attorney can help you establish an effective estate plan, will, or trust that will establish all guardianship, caregivers, assets, property, and wishes that you may have regarding your loved one’s care. To ensure that your plan covers your varied needs, we work seamlessly with your accountants, financial advisors, or other professionals.

If you have been considering obtaining legally sound and reliable planning for your family and loved ones, call our Merion Station office today at (215) 809-3900 and work with our trusted, experienced team today.

Special Needs Trusts

There are a few obstacles that caregivers need to consider when bequeathing assets or property to disabled family members. When it comes to Supplemental Security Income, Medicaid, and even basic living allowances, providing too much or too little of assets could mess with benefits, which is why a Special Needs Trust should be established.

Special Needs Trusts can help you and your family in numerous ways, including:

  • Supplementing already in-place governmental benefits for food, housing, and clothing
  • Provide recreational and social outing funds
  • Allowance for purchases such as hobbies, entertainment, sporting events, and electronics
  • In-home care or outing escorts
  • Medical expenses at facilities of your, or their, choice
  • Dental coverage
  • Personal transportation vehicles or private pick-ups
  • Educational funds

Special Needs Trusts are established as a way to benefit the dependent beneficiary without limiting or interrupting their government-provided benefits such as Social Security Income or Medicaid provisions.

Do You Need a Trust Established in Merion Station? Let Sallen Law Help!

Establishing a trust can be highly beneficial to you and your family, and at Sallen Law, we want to help you feel confident about your estate planning, trust planning, and family’s needs. We are committed to providing outstanding representation and legal counsel to our clients, and we want to get to know you, your family, and what your unique needs may be.

For more information on how we can help you, contact us at (215) 809-3900 and schedule a free phone consultation with our Merion Station estate planning lawyer.

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
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We Know Your Best Interests & We Will Protect Them!

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