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Special Needs Trusts

Sacramento California Special Needs Trust Attorneys

Parents of a disabled child or the spouse of an ailing husband or wife need assurance that should something happen to them, their loved one's healthcare needs will be taken care of. A special needs trust -- also known as a "supplemental needs trust" -- allows parents and spouses to establish financial benefits for loved ones without disqualifying the beneficiary for additional assistance through programs like Medicaid. In establishing a special needs trust, great care must be taken in appointing a trustee and ensuring financial accountability is preserved. At the law office of Johnson, Fort, Meissner, Joseph & Palley, our lawyers work only with bonded and insured financial institutions, providing terms of the transfer of trusteeship and fiduciary responsibility.

For more information regarding special needs trusts and how you can plan for your child's or spouse's healthcare needs, contact estate planning attorneys at Johnson, Fort, Meissner, Joseph & Palley today. Free consultations available --

Special Needs Trusts - Choosing what works Best

The law office of Johnson, Fort, Meissner, Joseph & Palley counsels and represents clients in regard to the following kinds of special needs trusts:

  • Family trust
  • Pooled trust
  • Court ordered trust

Qualifying for Medicaid and Government Assistance

People in need of long-term care often have no other option but to apply for Medicaid. However, the rules governing Medicaid effect what kinds of things can be purchased with funds from different kinds of trusts and annuities. For instance, clothing, food, even housing cannot be purchased with funds from a family-bases trust without impacting the beneficiary's Medicaid or Medicaid eligibility. Additionally, there are tax concerns and other issues regarding the protection of certain assets that must be taken into account.

Contact Johnson, Fort, Meissner, Joseph & Palley Today

At Johnson, Fort, Meissner, Joseph & Palley, our special needs attorneys review your financial situation, your investments, and your estate plan to determine how best to structure a special needs trust for your child or spouse. Our lawyers will explain the pros and cons of each special needs trust and determine what works best for.

To schedule a free consultation, contact the law office of Johnson, Fort, Meissner, Joseph & Palley. It's never too soon to start planning for tomorrow today --

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