Contact Us
Phone: 520-317-8050
Location
7473 E. Tanque Verde Road
Tucson, AZ 85715
Hours
Call Now: 520-317-8050
Planning for the future of a loved one with disabilities involves careful consideration of their unique needs and circumstances. A special needs trust is an important tool that offers long-term support and security. At the Law Office of J. Marc Montijo in Tucson, AZ, we focus on crafting solutions that empower families to ensure their loved ones thrive. Below, we highlight four key benefits of creating a special needs trust.
One of the primary advantages of a special needs trust is that it safeguards the beneficiary's eligibility for essential government benefits, such as Supplemental Security Income (SSI) and Medicaid. These programs have strict income and asset limits, and receiving an inheritance or large sum of money directly could disqualify a person with disabilities. A special needs trust ensures financial resources are available without compromising access to these vital services.
A special needs trust allows you to set aside funds for your loved one’s future while ensuring the money is managed responsibly. The trustee you appoint will oversee the funds, ensuring they are used for approved expenses that enhance your loved one’s quality of life, such as medical care, education, or recreational activities. This ensures that your loved one will have continued support throughout their lifetime.
Every individual with disabilities has unique requirements, and a special needs trust provides the flexibility to address these needs. The trust can cover a wide range of expenses, from therapy and medical devices to personal care assistance and housing costs. This tailored approach ensures your loved one has access to the specific resources they need to lead a fulfilling life.
A special needs trust is a valuable tool for families looking to ensure the well-being of their loved one, even in their absence. By creating a trust, you have the assurance that your loved one’s financial and personal care needs will be met according to your wishes. This peace of mind is invaluable for families planning for the future.
Establishing a special needs trust is a thoughtful and effective way to protect the financial security and overall well-being of a loved one with disabilities. It provides a solid framework to address their current and future needs while maintaining access to critical government benefits. The Law Office of J. Marc Montijo in Tucson, AZ is here to guide you through creating a solution that works for your family. Contact us today to learn more about how a special needs trust can support your loved one.
Free Initial Consultation
By submitting this form, you agree to be contacted by our law firm, either by phone, text or by email.
7473 E. Tanque Verde Road
Tucson, AZ 85715
Mailing Address: 6890 E. Sunrise Drive, Suite 120-478, Tucson, AZ 85750
Disclaimer: The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute an attorney-client relationship.
All Rights Reserved | Law Office of J. Marc Montijo, Ltd. | Powered By Convert It Marketing | Privacy Policy
All Rights Reserved | Law Office of J. Marc Montijo, Ltd. | Powered By Convert It Marketing | Privacy Policy