Special Needs Trusts for Elders

Special Needs Trusts for Elders

A Special Needs Trust can help with the distribution of assets and payment for a disabled child or adult without being disqualified from receiving Supplemental Security Income (SSI) or Medi-Cal.

Regardless or your asset size, disabled individuals can be eligible for SSI and Medi-Cal.

Since income from SSI will usually not meet an individual’s minimum needs, a Special Needs Trust is necessary.  Through a Special Needs Trust, the disabled child or adult can receive the extra assets or funds from your without being counted as his or her “available resources,” or losing the