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- Ray O. | TestimonialsIf you have a beneficiary who is disabled or mentally ill, you may want to consider a “Special Needs Trust” (SNT) to protect his or her inheritance in the event of your death. A properly drafted SNT will supplement and provide extra care over and above what the government can provide for your beneficiary. This is a legal trust document that not only maintains benefit eligibility but also brings enjoyment and positive experiences to the beneficiary. Sacramento Trust Attorney, Duncan Law | Duncan Tax can explain the importance of this Trust.
For a SNT, you will choose a Trustee who will have complete discretion over the trust property and will be in charge of spending money on your loved one’s behalf.The trustee cannot give money directly to your loved one, but the trustee can spend trust assets to buy a wide variety of goods and services for your loved one. SNT funds are commonly used to pay for personal care attendants, vacations, home furnishings, out-of-pocket medical and dental expenses, education, recreation, vehicles, and physical rehabilitation.
Because of the ever changing laws and rules with government programs and agencies, it is recommended that you seek the help of a Sacramento Trust Attorney such as Duncan Law| Duncan Tax.Our team of expert lawyers can prepare the trust that will help with the future needs of your beneficiary. If you are looking for professionals that will help you with a SNT, look no further. Call Duncan Law | Duncan Tax today.
