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Special Needs Trusts

Special Needs Trusts Attorney, Connecticut

Lawyer Developing Special Needs Trusts For Clients in Connecticut and New York

Nothing is more important than your child’s future. If you have a child or adult dependent with a disability, proper estate planning with a special needs trust or supplemental needs trust can help cover your loved one’s financial needs without affecting their eligibility for government benefits.

I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C. I have extensive experience providing estate planning services to families who care for children or adults with disabilities. I help families structure their estate plans to cover the cost of their loved ones’ care or to provide those loved ones with additional financial stability. With more than 25 years of experience, I have a clear understanding of the complex rules governing special needs trusts and am happy to assist you.

Contact me today to schedule an appointment with an experienced estate planning lawyer at my offices in Stamford, Connecticut, or New York City.

The Benefits of Special Needs Trusts

The primary benefit of a special needs trust is to provide care and services for a loved one with a disability without jeopardizing eligibility for other programs. A special needs trust can provide specific detail about how you want the funds distributed, such as to cover certain treatments, physical therapy, future surgeries, in-house care — or for housing arrangements or vacations. If you cannot pay for all of your loved one’s medical care, I can set up your special needs trust to provide extra comforts without threatening eligibility for Medicaid or other benefits programs.

During your lifetime, you can add assets to your loved one’s trust to ensure their current and future needs are covered. As I continue to advise you, I will take care to account for own your retirement planning needs, as well. I am committed to helping you plan properly so your own financial stability is not threatened as you fund the special need trust.

I will take all the time necessary to understand your loved one’s condition and situation, your goals, and your family’s unique needs. I have the insight to help you develop a special needs trust or supplemental needs trust that meets those goals.

Contact an Experienced Estate Planning Lawyer

I am AV Peer Review Rated* through Martindale-Hubbell and listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers.™ I lecture widely on estate planning and am the co-author of two books on estate planning topics:

  • “Giving: Philanthropy for Everyone” (Quantum Press, 2002)
  • “Love, Money, Control: Reinventing Estate Planning: Practical Answers from America’s Foremost Estate Planning Advisors” (Quantum Press, 2004)

To discuss a special needs trust with an experienced attorney, contact me today and set up an appointment.

Richard A. Sarner ●

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Office Locations
  • Stamford Office
    One Canterbury Green
    201 Broad Street, Suite 620
    Stamford, Connecticut 06901
    Phone: 203-332-5761
    Fax: 203-547-6800
  • New York Office
    One Grand Central Place
    60 East 42nd Street, Suite 4600
    New York, New York 10022
    Phone: 833-332-8670
    Fax: 203-547-6800
  • Bridgeport Office
    1000 Lafayette Boulevard
    7th Floor
    Bridgeport, Connecticut 06604
    Phone: 203-333-9441
    Fax: 203-333-1489
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