Special needs trusts in Texas

If someone you love has a disability, an inheritance left to them directly could cost them SSI or Medicaid benefits. A special needs trust lets you provide for their comfort and quality of life while preserving eligibility for the benefits they rely on.

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Types of special needs trusts

Third-party trust. Funded by parents, grandparents or others with their own money. Usually part of the family’s estate plan. No Medicaid payback is required at the beneficiary’s death.
First-party trust. Funded with the beneficiary’s own assets, such as a lawsuit settlement or a direct inheritance. Federal law requires repaying Medicaid from what’s left at the beneficiary’s death.
Pooled trust. Managed by a nonprofit, often an option for smaller amounts or when no family trustee is available.

Planning beyond the trust

Jonathan also helps families think through ABLE accounts, letters of intent for future caregivers, and what happens at 18, when guardianship or an alternative may be needed.

Plan for your loved one's future. Schedule a consultation.