Tailored Special Needs Trust Solutions For San Antonio Families
Last updated on May 30, 2025
A special needs trust is an important estate planning tool for families with members who have a disability or other unique special needs. Such a trust can offer a critical path for giving a loved one much-needed financial security. At The Voeller Law Firm, our attorneys have a true dedication to providing peace of mind to families throughout San Antonio and the surrounding area through comprehensive special needs estate planning. With an extensive knowledge of Texas estate planning law and asset protection strategies, our team is ready to create trust solutions tailored to your family’s unique circumstances.
Who Can Benefit From A Special Needs Trust?
Such trusts, sometimes called special needs trusts or disability trusts, can help individuals with a wide range of disabilities, from physical impairments to mental and developmental conditions. They can also help families as a whole with their goals of protecting the well-being of loved ones with disabilities. Our team is here to help you determine whether such a trust would be a good fit for your family.
Why Special Needs Trusts Are So Important
These trusts can play a major part in safeguarding the financial future of individuals with special needs. They are designed to provide a person with special needs with economic support for key expenses like medical care, education and living costs in a way that doesn’t endanger their eligibility for government benefits, such as Medicaid. Our lawyers can help your family with every aspect of seeking such long-term security for a loved one with special needs.
How A Special Needs Trust Works
In a special needs trust, you put assets into the trust for the benefit of a loved one with special needs. Since the trust owns the assets, this property typically doesn’t count against your family member’s income asset limit for government benefits. A trustee manages the trust and makes distributions for specific purposes, allowing your loved one to still enjoy financial support from the trust assets.
Creating A Special Needs Trust
There are several key steps involved in forming such a trust. They include:
- Planning: You will want to determine what assets you will use in the trust and what the overall goals of the trust will be.
- Trustee selection: The trustee is responsible for overseeing the trust’s finances, so it is important to exercise care when picking who will serve in this role.
- Drafting: This involves crafting the actual terms of the trust, which will specify many important things such as who the trustee is, how the trust will operate and what types of benefits the person with special needs will receive under it.
- Finalizing: A careful review of the draft can help determine if the terms address all key issues and appropriately match the trust’s goals.
- Funding: You put the trust into force by transferring assets to it.
Our lawyers can guide you through each stage of the process, ensuring that your trust is tailored to your needs and is formed in a legally enforceable way. We are committed to crafting solutions that provide a solid foundation for your loved one’s future.
Making Sure A Special Needs Trust Remains Up To Date
The work of ensuring a special needs trust is well-suited to your family’s situation doesn’t end once the trust is formed. Laws and personal circumstances can change. Therefore, continued maintenance can be critical. We can provide ongoing support, helping you adapt your trust as needed to keep it up to date and allow it to continue to effectively serve its intended purpose.
Caring, Personalized Legal Help
We customize trusts to meet the specific needs of each client and their family. We understand the sensitive nature of planning for loved ones with special needs, and will approach your case with compassion and professionalism. Our team is dedicated to supporting you throughout the entire process. We will take the time to understand your concerns and build you the solutions you need to protect your loved one’s best interests.
Contact Our Team Now For A Free Consultation
Let us help you explore how a special needs trust can benefit your family. Call us at 210-985-2741 or send us an email to arrange a free consultation. We will listen to get the full picture of your family’s needs and circumstances, and then provide personalized answers and guidance.