Overview

One of the most significant hurdles in the estate planning process for many middle-income families is finding an attorney conversant with special needs trusts and related issues. It is common for their fees to be more than the family can afford or is comfortable paying.

We have solved this problem. The Special Needs Trust Administrative Services, LLC trusts offer families a way to leave money for their family member who has a disability without jeopardizing their government benefits eligibility. It also incorporates another trust that can provide for the caregivers. The trusts have the flexibility to accommodate many types of situations.

We believe this is the most comprehensive package of trusts available for families who have a member with special needs. It provides them with the flexibility to ensure the appropriate support based on their family member’s situation in light of future changes.

Families can have the advantage of these trusts without paying legal fees for drafting each trust. There is a charge to use the trusts. Typically, it is a fraction of the cost of fees that attorneys usually charged.

Below is a diagram of the trusts.