Special Needs Trust FAQ Planning For Your Future

FAQs About Special Needs Trusts

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.

Direct gifts can disqualify them from benefits. A trust provides support without risking eligibility.

You may choose a family member, professional fiduciary, or pooled trust organization.

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 (610) 446-9400 or contact us online to schedule a consultation.

At Sallen Law, LLC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

“My experience working with Rebecca exceeded all my expectations.”
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 discussions and decisions easy to understand, with all my questions and concerns thoroughly addressed. Rebecca's professionalism, caring approach and knowledge led to a great experience. I highly recommend Sallen Law, you won't be disappointed.

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