Get in Touch - 414-454-9102

February 2019 Archives

Pooled Trusts: An Alternative to Special Needs Trusts

Special needs trust often are the first "go to" option for persons with disabilities who are in danger of losing valuable public benefits due to the receipt of an inheritance, personal injury award or divorce settlement. In most cases, the use of a properly drafted special needs trust will preserve the beneficiary's eligibility for public benefits, such as SSI and Medicaid, while the trust assets provide for the beneficiary's needs and wants.