The assets in the trust will not be counted as assets and therefore, won’t prevent future benefits and program qualifications. More importantly, a trust is off limits to creditors and may not be seized. Even if the beneficiary is sued, the assets in the special needs trust remain untouchable. Learn more about the role of special needs trusts in estate planning in this presentation.
Anthony Moccia is an attorney and partner at The Law Offices of Kobrick & Moccia.His practice focuses on estate planning and elder law.He is a member of the New York State and Nassau County Bar Associations.He frequently presents free seminars on wills & living trusts to area residents and his seminars are said to be “informative, entertaining & easy to understand.”
Latest posts by Anthony Moccia (see all)
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