If you have a loved one with disabilities, you’ve likely wondered who will care for them when you’re gone or how you can leave them money without risking their government benefits.
We assist families in creating legal and financial plans that protect loved ones with special needs while preserving essential benefits like Medicaid and SSI. By utilizing special needs trusts and strategic estate planning, we ensure your child or dependent receives the care, resources, and financial support they need for life.
Many parents and caregivers assume they can simply leave money in a will to support their loved one with special needs.
Unfortunately, this well-intended decision can disqualify them from crucial benefits like Medicaid and Supplemental Security Income (SSI), which have strict asset limits.
Without proper planning:
We help families avoid these risks by setting up special needs trusts and structured financial plans to provide long-term security.
Contact us at (412) 788-2000 or click here to get started today.
A solid plan ensures your loved one has the resources they need without sacrificing their eligibility for benefits.
Used when the individual with special needs receives an inheritance, lawsuit settlement, or other funds in their name. This type of trust protects their eligibility for Medicaid and SSI while allowing them to access financial support.
Created by parents, grandparents, or other family members to hold assets for a loved one’s benefit. Since the funds never belong to the person with disabilities, there is no Medicaid payback requirement.
These provide financial support without limiting access to government benefits, allowing funds to be used for housing, medical needs, and quality-of-life expenses.
Ensuring the right person is legally authorized to make financial, medical, and legal decisions for your loved one if needed.
At Pecori Elder Law, we help you choose the right tools to fit your family’s unique situation, ensuring lifelong care and security.
Meet Susan and David, parents of a son with special needs. They always planned to leave money for their son, Jake, so he could have a secure future. But they didn’t realize that a direct inheritance would disqualify him from the Medicaid benefits that pay for his daily care and therapies.
When Susan and David passed away unexpectedly, Jake inherited $100,000 outright.
Within months, his Medicaid benefits were cut off, leaving him without access to critical healthcare services. His siblings scrambled to help, but much of his inheritance was spent on private care leaving little for the long-term.
If Susan and David had created a Special Needs Trust, Jake’s funds would have been protected, and he would have kept full access to his benefits.
At Pecori Elder Law, we make sure this never happens to your family.
Our legal strategies allow you to provide for your loved one without risking their eligibility for vital assistance.
Contact us at (412) 788-2000 or click here to get started today.
At Pecori Elder Law, we help families create a comprehensive plan that preserves government benefits, provides financial stability, and names the right caregivers. A proper special needs plan ensures that your loved one is financially secure, legally protected, and cared for even when you’re no longer here.
Contact us at (412) 788-2000 or click here to get started today.
Don’t wait until it’s too late. Special needs planning ensures security, stability, and peace of mind.
Programs like Medicaid and SSI have asset and income limits. Owning too much money can make a person ineligible for benefits.
A Special Needs Trust allows them to access financial support without disqualification
A Special Needs Trust doesn’t just provide financial stability;
it ensures long-term care, quality-of-life expenses, and supplemental needs are covered when parents or caregivers are no longer around.
Without a legal plan, family members may disagree on financial decisions, assets may be mismanaged, or a loved one may be taken advantage of financially.
A properly structured trust ensures funds are used solely for their benefit in a safe and legal way.
You’ve spent years caring for your loved one and ensuring their well-being. The best way to continue protecting them, even when you’re no longer here, is with a strong Special Needs Plan.
At Pecori Elder Law, we make the process simple.
Whether you’re looking to establish a Special Needs Trust or set up structured financial protections, we’ll guide you every step of the way.
The decisions you make today will shape your loved one’s future. Let’s build a plan that provides them with the lifelong care, support, and stability they deserve.
Click here to get started today.
The Peace of Mind Planning Session is all about getting to know each other and ensuring that you understand all of your options before making any decisions.
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Helping families in Western Pennsylvania—including Pittsburgh, Oakdale, Imperial, West Allegheny, Moon Township, Robinson Township, Kennedy Township, Sewickley, Carnegie, Crafton, Rennerdale, South Fayette Township, North Fayette Township, Mount Lebanon, and Upper St. Clair—plan, protect, and prosper.
Schedule a meeting with Pecori Elder Law to secure your legacy and protect your assets today.
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Learn simple legal strategies to make your wishes known, keep peace in the family, and ensure your loved ones and assets are protected should you get sick or pass away.
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