Special Needs Trust Services
Explore special needs trust planning, trust administration, and guidance for families and trustees in Columbus, Ohio.
Special Needs Trust Services
Plan for a loved one’s financial future while considering eligibility for needs-based public benefits.
First-Party Trusts
A first-party special needs trust may help manage assets that belong to a person with a disability, such as an inheritance or settlement. Planning should account for applicable benefit rules, trust terms, and future administration. An attorney can explain the options, discuss the person’s circumstances, and help prepare documents suited to the plan.
Third-Party Trusts
A third-party special needs trust can let family members set aside assets for a loved one without giving those assets directly to them. The trust’s terms guide how funds may be used and who manages them. An attorney can help families consider the trust structure, coordinate it with estate planning, and document their wishes.
Trust Administration
Trustees carry important duties, including following the trust document, keeping records, and considering how distributions may affect benefits. Legal guidance can help clarify trustee responsibilities and address questions as circumstances change. Discuss the trust terms, the beneficiary’s needs, and appropriate steps before making decisions about distributions or ongoing administration.
Start planning with a clear conversation
Discuss your family’s goals and questions about special needs trusts with an attorney serving Columbus.