Serving Jackson and Surrounding Communities for Over 100 Years

Special Needs Trusts & Planning

A Special Needs Trust (also commonly known as a Supplemental Needs Trust) is a Trust that is designed specifically to benefit someone with a disability.

A Special Needs Trust allows a person under a physical or mental disability — or an individual with a chronic or acquired illness — to have, held in Trust for his or her benefit, an unlimited amount of assets. In a properly-drafted Special Needs Trust, those assets are not considered countable assets for purposes of qualification for certain governmental benefits, including Supplemental Security Income (SSI), Medicaid, vocational rehabilitation, subsidized housing, and other benefits based upon need.

Due to the severe potential consequences of improper drafting, including disqualification from the above referenced governmental benefits, Special Needs Trusts need to be carefully drafted by an experienced attorney.

Our Jackson, Michigan, Special Needs Trust Lawyers

Our Special Needs Trust lawyers have over 50 years of combined experience practicing law, and decades of experience designing estate plans and drafting Special Needs Trusts. Attorney Philip J. Curtis has served as trustee for numerous clients under Special Needs Trusts, so he is personally familiar with the administration aspects of these trusts.

For more information, or to set up an appointment with one of our Special Needs Trust attorneys, please call Curtis, Curtis & Brelinski at (517) 787-9481, email info@curtiscurtislaw.com, or complete our online contact form. Based in Jackson, we serve clients throughout mid-Michigan.

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