Special Needs Trust

SPECIAL NEEDS TRUST

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-Paul G.

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A Special Needs Trust is used when a beneficiary has disabilities which can be either physical or mental. This type of Trust is written to allow a beneficiary the ability to enjoy the use of property which is held in Trust for his or her benefit.  The Special Needs Trust can also provide for additional or special services and treatments for these individuals, while preserving their government benefit eligibility for programs through the Social Security Administration such as the Supplemental Security Income program or Medicaid benefits.  These individuals are likely to have long-term medical or support needs, and the Special Needs Trust can be a solution to supply funding to provide lifetime quality care.  Special Needs Trusts are most often used when dealing with an inheritance or personal injury settlement monies.

Another feature of a Special Needs Trust is if a beneficiary lacks the legal capacity to handle their own financial affairs, funds can be administered for their benefit and prevent them from squandering or losing assets due to poor judgment or the inability to understand or comprehend their business affairs.

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I wanted to send a sincere note of thanks to Tom and his team for their recent support. It was almost 2 years ago that I reached out to ask for assistance to care for my cousins estate after his unexpected death. There was no will and his estate was somewhat complicated. Adding to that complexity was the fact that my cousin lived in KY and I in Illinois. Tom worked with me to address all that needed to be done and was very professional and responsive. Although we never actually met in person, I felt he had the best interest of myself, and my cousin, in mind at all times. I am thankful for the support and could not have made it through this process without him. Thank you!
Mary G.
I've worked in the legal field for 30 years and I've known Tom Stone for more than 25 years. He has drafted estate planning documents not only for me but for family members and friends. He takes the time necessary to listen to his clients, to gather all of the information needed, and prepares high quality, professional estate planning documents that I know comport with my wishes and which I can rely upon to take care of my family. When people ask me for a recommendation for an estate planning attorney, I never hesitate to give them Tom's name.
Maxwell Shannon
Paralegal / LG&E-KU
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Owner / Wizard Graphics
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Barbara Peper
Workers' Comp Claims Adjuster / KESA
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Donna Tribble
I had a very positive experience with the Stone Legal Group. Making out a Will can be very personal and at times emotional. Tom was very thorough and actually made it quite easy. I feel good that I have everything in place for my family for their future. Thank you Tom.
Lisa Bliss
Dietitian
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Physician

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Stone Legal Group, PLLC
(502) 326-5550
(502) 326-5550