Special Needs Trusts

When you obtain a successful recovery on behalf of a client with disabilities, a Special Needs Trust can be utilized to preserve ongoing eligibility for government benefits. There are two types of Special Needs Trusts that disabled clients under the age of 65 qualify for: (i) a Trust established by the client themselves and managed by the person of their choosing, or (ii) a Pooled Trust managed by a non-profit organization. Call us today to put our highly skilled team, led by Joan Lensky Robert, to work for your disabled clients.

ABLE Accounts

A person who became disabled prior to age 26 may place up to $15,000 per year into a special account pursuant to the ABLE Act (Achieving a Better Life Experience) without creating an ineligibility period for SSI or Medicaid.  The assets in the account do not count as a resource for SSI or Medicaid, and the withdrawals from the account do not count as income to the SSI/Medicaid recipient when used for qualified disability expenses.