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263 Tresser Blvd, 14th Floor, Stamford, Connecticut 06901
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Special Needs Trusts Attorney, Connecticut

Law Firm 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.

At the Richard A. Sarner, Esq., we have extensive experience providing estate planning services to families who care for children or adults with disabilities. We 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, we have a clear understanding of the complex rules governing special needs trusts and are happy to assist you.

Contact us today to schedule an appointment with an experienced estate planning lawyer at our 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, we 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 we continue to advise you, we will take care to account for own your retirement planning needs, as well. We are committed to helping you plan properly so your own financial stability is not threatened as you fund the special need trust.

We will take all the time necessary to understand your loved one’s condition and situation, your goals, and your family’s unique needs. We 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

Attorney Richard A. Sarner is AV Peer Review Rated* through Martindale-Hubbell and is listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers.™ He lectures widely on estate planning and is 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 us today and set up an appointment.

Richard A. Sarner, Esq. ● www.SarnerLaw.com