Special Needs Planning

Supplemental or Special Needs Trusts (SNTs) are used for persons with disabilities in order to ensure access to extra funds, such as an inheritance or a lawsuit award, without being disqualified from governmental benefits, such as SSI and Medicaid. We expertly guide our clients through the multi-faceted issues involved in establishing all types of SNTs, including First-Party Special Needs Trusts, Third-Party Special Needs Trusts, and Pooled Trusts. When determining the best SNT for our clients’ needs, we consider factors such as eligibility, covered expenses, and disbursement of funds when a person with a disability dies.
Supplemental or Special Needs Trusts (SNTs) are used for persons with disabilities in order to ensure access to extra funds, such as an inheritance or a lawsuit award, without being disqualified from governmental benefits. We expertly guide our clients through the multi-faceted issues involved in establishing all types of SNTs, including First-Party Special Needs Trust, Third-Party Special Needs Trust, and Pooled Special Needs Trust. When determining the best SNT for our clients’ needs, we consider factors such as eligibility, covered expenses, and disbursement of funds when a person with a disability dies. We are particularly sensitive to the issues involved in planning for a child with a disability.

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moira s. laidlaw attorney trusts & estates elder law medicaid planning special needs planning attorney hollis laidlaw & simon westchester mount kisco new york city law firm
Moira S. Laidlaw
Managing Partner