Special Needs Trusts & Planning in Western Pennsylvania
Proudly Offering Discounted Legal Fees!
D'Onofrio Law Office, P.C. is a law office that understands how important
it is to protect government benefits as well as monetary gifts and Inherited
money for your special needs loved one. As a member of the Academy of
Special Needs Planners, I understand the stress and expense involved with
raising a special needs child and I strive to assist you by discounting
the usual attorney's fees quoted by most Pennsylvania attorneys.
NOTICE - Although my office is located in the Pittsburgh area, I am able,
through the advancements of modern technology, to assist you with your
Special Needs Planning whether you live down the street from my office
or on the other side of the State.
REMOTE SERVICE - You may use my Special Needs Planning services via telephone
consultation, Skype, and email exchange of information resulting in my
drafting your Special Needs Trust and related estate planning documents,
which I will mail to you in a leather bound tabbed binder within 48 hours
of receiving all of the requested information.
OFFICE MEETING - I am always happy to meet face-to-face with you in my office.
RECEIVE FREE ESTATE PLANNING DOCUMENTS WHEN SPECIAL NEEDS TRUST IS PURCHASED
When you retain D'Onofrio Law Office, P.C. to draft your Special Needs
Trust, we will include - at no extra charge - a Last Will and Testament
for both parents, a General Durable Power of Attorney for both parents,
and an Advanced Health Care Directive for both parents - as well as other
ancillary documents pertaining to special needs estate planning.
The most frequent question that I receive as an estate planning attorney
is, "What will happen to my special needs child if something happens
to me?" Parents specifically want to have answer to the following:
- Where will my special needs child live?
- Who will take care of my child on a daily basis?
- How will my special needs child get to doctors' appointments, school,
or to other activities?
- Who will provide for my special child's housing, clothing, food, and
There is a solution to these fears. Special needs parents have the option
to designate support and protection for their child through a special
needs plan in advance. Keep in mind that, unlike a healthy child, a special
needs child will not be able to fend for themselves, thus making it necessary
to develop an effective plan.
A proper special needs estate plan consists of a special needs trust and
ancillay documents pertaining thereto as well as a
last will and testament, general
durable power of attorney, and a
living will for each parent. Together, these documents will create financial provisions
for the care and support of your child while at the same time protecting
his or her government benefits.
Designating the Trustee
For your special needs trust, you will have to designate a trustee to manage
it, ensuring that the trust benefits your child as per the terms and conditions
of the trust. When the documents are properly implemented, the documents
will guarantee that your special needs child will not lose their government benefits.
Why does my child need a trust?
A special needs trust will
work alongside government benefits, allowing your child to maintain eligibility for support. Knowing that
your loved one with a disability will be cared for financially and medically
allows you to live at ease. Designating someone you know, love, and trust
to serve as a trustee of the special needs trust is beneficial, as they
can use discretion over how your money is spent to benefit your loved one.
This is helpful since the special needs individual may not be able to make
financially wise decisions and the special needs trust will prevent them
from losing government benefits.
Some of the benefits of a special needs trust, include:
- All of the goods and services your special child or loved one needs will
be paid for through the trust at the approval of the trustee, based on
appropriate following of government guidelines.
- Almost every type of property can be included in a special needs trust,
including real estate, a business, jewelry or other valuable goods. The
important thing is to ensure that your loved one has enough money to pay
for their basic needs and other enjoyable pastimes.
It is important that the trustee follows the federal and state guidelines
pertaining to the administration of special needs trusts to make certain
that neither the trust funds nor any government benefits are compromised.
If you would like more information on how to create a properly drafted
special needs trust as well as additional information on special needs
contact my law office today.