Skip to Content
Sallen Law, LLC Sallen Law, LLC
Call Us Today! 215-992-9662
Top
Special Needs Trust FAQ Planning For Your Future

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

Hear From Our Happy Clients

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 questi”
    Betty P.
    “Patient with my difficulties.”
    “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”
    Amy D. - Philadelphia, PA
    “Explained the ins & outs of my options.”
    “During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”
    Heather - Philadelphia, PA
    “A genuine approach to understand your needs.”
    “Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”
    Adam - Bala Cynwyd, PA
    “I recommend her strongly.”
    “I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”
    Anonymous
    “Rebecca is simply outstanding.”
    “We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”
    Ivy - Lafayette Hill, PA
Read More Read Less

Get a Personalized Estate Plan Started Today

No Two Cases Are the Same
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to receive text messages from Sallen Law, LLC at the number provided, including those related to your inquiry, follow-ups, and review requests, via automated technology. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency may vary. Reply STOP to cancel or HELP for assistance. Acceptable Use Policy

Honest & Trusted Guidance

  • A Client-Centered Firm
    Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
  • Inclusive in All Facets
    As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
  • Free Phone Consultations
    Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
  • Personalized Attention
    Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.