Special Needs Trusts Attorney Kemah
West and West, LLP – Protecting the Future of Your Loved One in Kemah
At West and West, LLP, we specialize in creating Special Needs Trusts (SNTs) for families in Kemah who have loved ones with disabilities. A Special Needs Trust is an essential legal tool that ensures individuals with disabilities can maintain eligibility for important government benefits like Medicaid and Supplemental Security Income (SSI), while also benefiting from additional financial resources to enhance their quality of life.
We are dedicated to providing personalized and compassionate legal services to families in Kemah, making sure that your loved one’s financial future is secure and their needs are met for years to come.
Why Kemah Families Choose West and West, LLP
📍 Serving Kemah with Expertise and Compassion
We proudly serve the Kemah community, providing expert legal guidance to families looking to protect their loved ones with special needs. Our attorneys take a client-focused approach to create Special Needs Trusts tailored to your family’s unique situation and goals.
⚖ Expertise in Disability Law and Special Needs Planning
Our experienced team has in-depth knowledge of disability law and Special Needs Trusts. We help families navigate the complexities of government benefits, ensuring that your loved one remains eligible for Medicaid and SSI, while also allowing them access to additional funds to improve their quality of life.
🔑 Tailored Solutions for Your Family’s Needs
Each family’s circumstances are unique, and we understand that. That’s why we provide customized solutions to create Special Needs Trusts that reflect your loved one’s specific needs and financial situation, ensuring their future is secure and supported.
The Benefits of Special Needs Trusts for Families in Kemah
✅ Preservation of Government Benefits
By establishing a Special Needs Trust, individuals with disabilities can keep their eligibility for government programs like Medicaid and SSI intact, while also benefiting from assets held in the trust. This ensures continued access to essential healthcare and services.
✅ Enhanced Quality of Life
Funds from a Special Needs Trust can be used for things that government benefits don’t cover, such as medical care, education, therapy, housing, transportation, and recreational activities. This gives your loved one an improved quality of life and more opportunities for growth and enjoyment.
✅ Protection of Assets
A Special Needs Trust ensures that assets intended for the benefit of the individual with special needs are protected from misuse, mismanagement, or exploitation, allowing for responsible management of their financial resources.
✅ Peace of Mind for Families
By creating a Special Needs Trust, families in Kemah gain peace of mind, knowing that their loved one’s financial future is secured and their care needs will be met without jeopardizing their access to government assistance.
Types of Special Needs Trusts We Offer for Kemah Residents
✅ Third-Party Special Needs Trust
This trust is set up by a third party (such as a parent or grandparent) using their own assets to benefit the individual with special needs. Upon the beneficiary’s death, remaining funds are passed on to other designated beneficiaries as per the trust’s terms.
✅ First-Party Special Needs Trust (d4A Trust)
A first-party trust is funded with assets belonging to the individual with disabilities, such as an inheritance or settlement. Medicaid may require reimbursement from remaining funds after the beneficiary’s death.
✅ Pooled Special Needs Trust
A pooled trust is managed by a nonprofit organization, which combines the funds of multiple beneficiaries for investment purposes. Each beneficiary has a separate account, but funds are pooled for administrative efficiency and investment growth.
Our Process for Creating Special Needs Trusts
✅ Initial Consultation
We begin by scheduling a detailed consultation to understand your loved one’s needs, financial goals, and future care requirements. This helps us design a Special Needs Trust that’s aligned with your family’s unique needs.
✅ Trust Design and Drafting
Once we’ve discussed your goals, we draft a Special Needs Trust that complies with legal requirements while ensuring your loved one’s eligibility for government benefits and providing additional financial support for their care.
✅ Review and Approval
We carefully review the trust document with you, ensuring that it meets your needs and reflects your intentions. Any necessary changes are made to ensure the trust is in the best interest of your loved one.
✅ Trust Funding and Administration
We assist with the funding of the trust, ensuring the proper transfer of assets, and provide ongoing support in trust administration, including making distributions and ensuring compliance with the terms of the trust.
✅ Ongoing Support
We provide continuous support to ensure the trust remains effective over time and meets the changing needs of your loved one. We’re available to help with any updates or adjustments that may be needed.
Common Questions About Special Needs Trusts
Can a Special Needs Trust pay for housing and living expenses?
Yes, Special Needs Trusts can be used for a variety of expenses, including housing, medical care, transportation, education, therapy, and recreation, improving your loved one’s overall quality of life.
Can a beneficiary have more than one Special Needs Trust?
Yes, a beneficiary can have multiple Special Needs Trusts if they are funded by different sources or designed for different purposes.
What happens to the trust funds after the beneficiary’s death?
The distribution of remaining trust funds depends on the type of trust. For a first-party trust, Medicaid may require payback from the remaining funds. In other cases, the remaining funds can pass to other designated beneficiaries.
Contact Us for Your Special Needs Trust Consultation
Ensure your loved one’s financial future is secure with a Special Needs Trust from West and West, LLP. Our experienced attorneys are ready to assist you in creating a trust that ensures your loved one’s care and well-being while protecting their access to vital government benefits.
📞 Call Us Today: (713) 222-9378
📧 Email: west@westandwest.com
📍 Visit Us: 3818 Fox Meadow Lane, Pasadena, TX
Contact us today to schedule your consultation and begin planning for your loved one’s secure financial future.
