Special Needs Trust

What is a “Special Needs” trust?

Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as:

  • • Supplemental Security Income (SSI)
  • • Medicaid or VA Aid and Attendance
  • • Section 8 Housing
  • • Food Stamps

When drafted and administered properly, a Special Needs Trust will allow the beneficiary to benefit from the Trust while retaining eligibility for public benefits and maintaining the current amount of benefits being received.  

Trusts can be created for infants through senior citizens!

Please let us know if you have any questions regarding a Special Needs Trust:

  • Who can create this type of trust
  • Funding the trust – private funds vs insurance
  • Trustees
  • Where do I start?

Please contact us for a no cost consultation:

Kevin Huston:  919-450-8086

Rick Messemer: Community Liaison     919-656-2959   or rick@carolinaestatecounsel.com


“Carolina Estate Counsel / Huston Law Firm is a Raleigh NC based elder law attorney / lawyer. We offer legal services and advise clients in the areas of estate planning, managing estates, probate, wills, last will and testament, power of attorney, tax planning, transfer of assets, gifting, revocable and irrevocable trusts, special needs trusts, core documents, Medicaid eligibility, and managing estates. We serve The Raleigh Durham Chapel Hill Triangle area of North Carolina.”   Free consultation and we’ll come to you!



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