Why Special Needs Trusts?

People who receive SSI, Medicaid and other State Benefits have limitations in the amount of assets they can hold. Special Needs Trusts are an exception to the rules that normally apply to trusts.  Normally a trust is considered an available asset whenever someone applies for a means tested public assistance program such as SSI or Medicaid.

A properly drafted and administered special needs trust will not be counted as an available asset, and trust disbursements will not be counted as income under the rules that apply to SSI and Medicaid.

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Life's Plan, Inc. assists families in addressing the very difficult and universal question: "Who will care for my family member when I am gone?"

For over 20 years, Life's Plan has properly assisted the disabled and their families in coordinating, properly drafting, and administering Special Needs Trusts. We take pride in our services by providing professional oversight, managed care and a financing mechanism to each family we serve. We offer families peace of mind knowing a plan is in place that will provide an improved quality of life for their disabled loved one.

Life's Plan Inc. operates a variety of trust options including a pooled trust option for meeting supplemental service needs of people with disabilities.

A key long-term planning objective for families is insuring federal benefits will continue to be available to their disabled loved one while having a way to financially supplement their life.

This is where Life’s Plan can help!