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SPECIAL NEEDS TRUSTS

A Special Needs Trust (SNT) is designed to provide financial support and care for individuals with disabilities, ensuring they receive assistance without jeopardizing their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI). To craft a robust SNT, Scott Counsel takes into consideration all future scenarios to best meet your loved one’s needs. We know creating an SNT is best done with a “team” approach working in conjunction with our clients’ other advisors — CPA, insurance professional, financial planner, and medical professionals. Working as a team is the best way to ensure that the SNT provides your loved one with the very best care and support for the rest of their life.

Talk to Scott Counsel today about your unique situation. Working together, we’ll ensure that your loved one continues to thrive regardless of any challenges they may face in the future.

Virtual Consultations Include the WHOLE Family

When families live far apart or seniors have mobility issues, a virtual meeting with Scott Counsel makes it easy to include everyone in the conversation.

Peace of mind starts with a FREE Consultation.