Dedicated Special Needs Planning Attorney in Massachusetts and Pennsylvania

Special needs planning is difficult to understand and manage without the help of a professional. Turn to Miller Law Firm, PC if you are searching for an experienced special needs planning attorney.

If you have a loved one with a disability, it is important to receive guidance from a special needs planning attorney while organizing your estate. A special needs trust can supplement the needs of a person with special needs while allowing the beneficiary to maintain his or her governmental benefits, including Supplemental Security Income (SSI), Social Security, and Medicaid. With medical advancements, people with disabilities are living longer and public benefits are often necessary, yet there is no guarantee that these benefits will provide adequate resources over the disabled person’s lifetime. 

If you need help from a professional special needs planning or estate planning attorney, contact Miller Law Firm, PC today.

Special needs planning

Why a Special Needs Planning Attorney?

Special needs planning is a complicated process. You want the special needs trust to be established by someone other than the disabled person so the disabled person does not have the legal right to demand trust assets. The trust is then not considered a countable resource for purposes of government benefits. Therefore, the special needs trust beneficiary can continue to receive benefits even though they are a trust beneficiary.

The trust will give the trustee the discretion to make distributions to the beneficiary to the extent possible without reducing benefits, and trust assets are available if the beneficiary no longer qualifies for governmental assistance or that assistance is no longer available. This is difficult to understand and manage without a special needs planning attorney.

Specific Special Needs Planning Details

If the trust is established on the beneficiary’s behalf because of a court order, for example as part of a personal injury settlement, the trust will not impact the beneficiary’s eligibility, but it may need to include a payback provision that reimburses the state for its assistance before trust assets pass to the trust’s other beneficiaries.

Common savings vehicles for children, like Uniform Transfer to Minor Acts (UTMA) accounts and typical trusts, or designating a retirement plan, insurance policy, or annuity directly to an SSI or Medicaid recipient will cause a reduction or elimination of public benefits. Recognizing this, some parents make the difficult decision to disinherit their special needs children, but this severe action is unnecessary. What they should do instead is find a special needs planning attorney to explain this complicated process to them.

Miller Law Firm is dedicated to being your go-to special needs planning firm. Set up an appointment at one of locations in 

  • Framingham, MA 
  • King of Prussia, PA 
  • Lebanon/Lancaster, PA.

Get started on your special needs planning today!

What are you concerned about the most?

When it comes to estate planning, elder care law, and other legal services, you deserve personal attention, and that’s exactly what we will provide you with.

What our clients say about us

Avvo Rating

9.3

Trusts

Steve was great from start to finish. We were looking ahead for our families future and knew we had to call Steve. Steve broke everything down in plain terms, which helped me and wife decide which way to go. I would recommend Steve to any...

21st August 2020

Legal dispute

Very satisfied by results. More then willing to recommend to anyone!! Open communication and prompt call backs.

3rd June 2020

What a relief!

Mr. Miller's help and service were very professional and much needed. Having financial, personal, and medical issues resolved for the future is a relief to us and a reassurance to our heirs and loved ones.

30th May 2020

Great help with estate planning

Steve did a great job of helping us with our estate planning. He gave us options and explained how each one would fit our situation. Once we decided how we wanted our estate set up, he was quick to follow up and get things in place. ...

22nd April 2020

A true humanitarian among attorneys.

Before entering elderly law. Steven was instrumental in supporting and guiding me in my discrimination suite against my employer. I have a disease called Meniere's disease, which causes cases of uncontrolled vertigo. I was hired by a rather...

8th October 2019

Highly Recommend

We entrusted Steven Miller Esq. to handle our Will and Estate planning. I would highly recommend him.

20th October 2017

Rising Star in The Lancaster, PA Area

Handled a real estate closing for us, expedited it quickly and efficiently. Attorney Miller is Well informed, professional and has a very nice demeanor I would recommend him for any legal proceeding. Very honest with a wonderful temperament...

21st January 2015

Great experience.

I hired Steve do defend a consumer credit matter that was dubious from the start.
He was knowledgeable and the case was successful along the lines he predicted.
I would definitely hire Steve again.

19th January 2015

Have a Specific Question? Get a Free Case Evaluation

(855) 936-3886

Monday - Friday: 9 am to 5 pm

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Pennsylvania Office

630 Freedom Business Center King of Prussia, PA 19406

Monday - Friday: 9 am to 5 pm

Phone (855) 936-3886

Make an appointment Get Direction

Pennsylvania Office

1150 Chestnut Street Lebanon, PA 17042

Monday - Friday: 9 am to 5 pm

Phone (717) 328-8883

Make an appointment Get Direction

Massachusetts Office

945 Concord Street Framingham, MA 01701

Monday - Friday: 9 am to 5 pm

Phone (508) 593-7339

Make an appointment Get Direction