Special Needs Trusts

Have you been told that your son or daughter, who has a disability, is not allowed to inherit money? It's true, an inheritance will interrupt his or her SSI and Medicaid. Therefore, someone who is disabled cannot inherit more than $2,000 because it will interrupt his or her government benefits. There is an easy way around this problem. You can leave money for your son or daughter, without interfering with the public benefits.

Planning for those will special needs require special care and expertise. I have been trained extensively in this field.

If you have any questions about Special Needs Trusts, or would like to come in for a FREE initial consultation please call:

Steven W. Allen
1550 E. McKellips Rd., Suite 111
Mesa, Arizona 85203
(480) 644-0070
Fax: (480) 644-0072