Gevurtz Menashe

PDX 503.227.1515
WA 360.823.0410

Special Needs Trusts

Estate Planning
One of the fundamental goals of estate planning is to ensure that your family is properly taken care of should something happen to you. If a beneficiary receives governmental benefits because of a physical or mental disability, the receipt of any inheritance could jeopardize the beneficiary’s eligibility for public assistance. A properly constructed supplemental (or special) needs trust allows the beneficiary to receive an inheritance without sacrificing the public support payments.

Talk to an Attorney

special needs trust attorneys

With an exclusive focus on family law and estate planning, the attorneys at Gevurtz Menashe are experienced in planning and administering special needs trusts. Give us a call at (503) 227-1515 or contact us online to take the first step in setting up a special needs trust.

​What is a Special Needs Trust?

Special needs trusts are built to safeguard and structure money so that it does not jeopardize or interfere with government benefits. Special needs trusts are an important tool we used to protect your assets and ensure they survive well into the future.

How Do They Work?

Supplemental needs trusts work by requiring that governmental payments are the primary source of support for the beneficiary. The trustee of a supplemental needs trust is directed to make distributions only to “supplement” those benefits that are provided by public programs. While the permissible distributions depend on what types of public benefits are being received, generally a supplemental needs trust may make distributions for the beneficiary’s education, recreation, counseling, and supplemental medical services.

Special needs trusts work by regulating the way in which a beneficiary is able to access the trust. This will prevent the beneficiary from receiving large sums of money that could jeopardize governmental benefits.

​Special Needs Trust Planning

Special needs trusts require immense planning and consideration for multiple scenarios. An experienced estate planning attorney can help plan for multiple scenarios, and structure a trust to protect your loved one’s financial future.
We can help you appoint a suitable trustee who will see to your loved one's needs and make sure they are well taken care of. We can also help you determine if your special-needs loved one might be a future beneficiary of other estates so that proper planning can take place.

Begin Planning Today.

Gevurtz Menashe is a family law and estate planning practice dedicated to serving families in Oregon and Washington. Our firm will help structure your estate so its assets are protected and the funds are able to support your loved ones. Call us at (503) 227-1515 today or schedule a consultation online to get started.

Call our Portland, OR offices at: 503-227-1515
and our Vancouver, WA office at 360-823-0410
or contact us to request a consultation.