A Special Needs Trust is a unique type of Trust that is designed to protect the financial interests of a disabled beneficiary. By creating a Special Needs Trust, you can help to ensure that your family member will maintain access to the benefits such as Medicaid or Supplemental Security Income (SSI).
Without a carefully crafted estate plan, you risk being bound to court decisions which may not reflect your family’s wishes. Meticulous estate planning allows for decreased tax exposure and improved asset protection, ensuring that more of your family’s hard-earned wealth stays in your family.
The Guardianship lawyers of Herr Potts and Potts can work with you and your family to determine which type of Guardianship arrangement is most appropriate to meet your loved one’s special needs. Our attorneys have extensive experience managing all aspects of Special Needs Planning in Pennsylvania.
Whether you are currently in a position to be buying or selling residential real estate in Pennsylvania, make sure that you are guided throughout each stage of the transaction by a skilled and experienced real estate lawyer who is well-versed in all aspects of Pennsylvania’s complex laws and regulations for buying and selling residential real property.
While Trusts can range greatly in terms of their size, duration, and complexity, it is often advantageous to incorporate a Trust into your family’s estate plan. Doing so allows you, as the Trust’s creator or “grantor,” to exercise control over the management of valuable assets, giving you peace of mind that your financial legacy will be handled with responsibility and care according to your specifications.
“Steve is the best. He goes above and beyond and his involvement with special needs interests shows his willingness to help the community. I have been very pleased with him and his law firm.”
“I have spent the greater part of a year dealing with one of the most complex and international estates. Marilyn Mitchell has been amazing. The extensive compassion, research and reliability during this extremely emotional and difficult time has been incredible. She has guided me with understanding and warmth coupled with her knowledge and professionalism that will never be forgotten. If you’re looking for a lawyer that will be in your corner during a difficult time in your life…this IS the firm for you.”
“Very happy with service and advice I got from Steve Potts about a PA will matter. I’m an out-of-state lawyer myself, so I know about the law business and what good client service entails. Steve answered my questions quickly, accurately and professionally. Strongly recommend him.”