Special Needs Trusts Attorneys Serving South Houston, TX
West and West, LLP – Secure the Future of Your Loved One in South Houston
At West and West, LLP, we understand the unique challenges that families in South Houston face when planning for the future of a loved one with disabilities. We specialize in creating Special Needs Trusts (SNTs) that help families protect the assets of individuals with special needs while ensuring they remain eligible for essential government benefits such as Medicaid and Supplemental Security Income (SSI).
Our team is committed to providing compassionate, client-centered legal services to ensure your loved one can live a fulfilling life with the resources they need, without jeopardizing their access to critical benefits. Whether you’re looking to create a trust for a child, spouse, or relative, we’re here to help you navigate the complexities of Special Needs Trusts and secure a brighter future for your loved one.
Why South Houston Families Choose West and West, LLP
📍 Serving South Houston with Compassionate Legal Expertise
We proudly serve families in South Houston, providing personalized legal services to create Special Needs Trusts that protect your loved one’s financial future. Our attorneys take the time to understand your family’s unique needs, crafting solutions that give you peace of mind.
⚖ Expertise in Disability Law and Special Needs Planning
With years of experience in disability law, our team has the knowledge to guide you through the process of creating a Special Needs Trust. We understand the complex regulations around government benefits and ensure your loved one can access those benefits while also receiving additional support.
🔑 Tailored Solutions for Your Family’s Needs
Every family is different. That’s why we create Special Needs Trusts that are specifically designed to meet the needs and financial goals of your loved one. Our team works with you to craft a trust that provides long-term security and care.
The Benefits of Special Needs Trusts for Families in South Houston
✅ Preservation of Government Benefits
A properly structured Special Needs Trust allows you to preserve your loved one’s eligibility for government benefits like Medicaid and SSI, even while managing assets that will enhance their quality of life.
✅ Enhanced Quality of Life
Trust funds can be used for a variety of needs not covered by government benefits, such as therapy, education, medical care, housing, transportation, and recreation. This helps improve your loved one’s overall quality of life.
✅ Protection of Assets
By placing assets in a Special Needs Trust, you protect them from misuse or exploitation. The trust ensures that the funds are used exclusively for your loved one’s benefit.
✅ Peace of Mind for Families
Creating a Special Needs Trust ensures that your loved one’s financial future is secure and that they will continue to receive the care and support they need, without having to worry about their eligibility for government programs being compromised.
Types of Special Needs Trusts We Offer for South Houston Residents
✅ Third-Party Special Needs Trust
This type of trust is established by a third party—such as a parent, grandparent, or other relative—using their own assets to benefit the individual with special needs. Any remaining funds after the beneficiary’s death are distributed to other beneficiaries designated by the trust creator.
✅ First-Party Special Needs Trust (d4A Trust)
Funded by assets belonging to the individual with disabilities, such as an inheritance or personal injury settlement, this type of trust is subject to Medicaid payback requirements after the beneficiary’s death.
✅ Pooled Special Needs Trust
This type of trust is managed by a nonprofit organization. It pools the funds of multiple beneficiaries for investment purposes, but each beneficiary’s assets are kept in separate accounts. This allows beneficiaries to benefit from pooled resources while maintaining individual care.
Our Process for Creating Special Needs Trusts
✅ Initial Consultation
We begin with a thorough consultation to understand your loved one’s needs, financial situation, and your family’s goals. This helps us create a Special Needs Trust that aligns with your specific circumstances.
✅ Trust Design and Drafting
After gathering the necessary information, we draft a Special Needs Trust that meets your loved one’s needs and complies with all legal requirements. We ensure that the trust preserves their eligibility for government benefits while maximizing their resources.
✅ Review and Approval
We carefully review the trust document with you to ensure it accurately reflects your intentions and addresses your concerns before finalizing the trust.
✅ Trust Funding and Administration
Once the trust is finalized, we assist with funding it and provide guidance on its administration, ensuring that distributions are made properly and in accordance with legal guidelines.
✅ Ongoing Support
We offer ongoing support to ensure that the trust continues to meet your loved one’s needs, making adjustments as necessary to reflect changes in their situation.
Common Questions About Special Needs Trusts
Can a Special Needs Trust pay for housing and living expenses?
Yes, Special Needs Trust funds can be used for a wide range of expenses, including housing, medical care, education, therapy, and transportation.
Can a beneficiary have more than one Special Needs Trust?
Yes, it is possible for a beneficiary to have multiple Special Needs Trusts, each serving different purposes or funded by different sources.
What happens to the trust funds after the beneficiary’s death?
The remaining funds in the trust will be distributed according to the provisions made in the trust document. In the case of a first-party trust, Medicaid may require payback from the remaining funds.
Contact Us for Your Special Needs Trust Consultation
Let West and West, LLP help you create a Special Needs Trust that secures your loved one’s financial future while preserving their eligibility for vital government benefits. Our experienced team is ready to guide you through every step of the process, providing peace of mind and a sense of security for the future.
📞 Call Us Today: (713) 222-9378
📧 Email: west@westandwest.com
📍 Visit Us: 3818 Fox Meadow Lane, Pasadena, TX
Contact us today to schedule a consultation and protect your loved one’s future with a Special Needs Trust designed for their unique needs.
