Supplemental needs trusts and special needs trusts are trusts specially designed to provide for the support of individuals with special needs without risking their ability to qualify for government benefits, such as Medicaid (Medical Assistance), Medicare, Social Security, SSI, and others.

Why are special needs trusts important? Special needs trusts allow persons with physical or mental disabilities or a serious illness to have unlimited assets held in trust for their benefit. If a trust is properly drafted as either a supplemental or special needs trust, the government agencies do not count the assets in it when determining whether the beneficiary qualifies for various public benefits programs.

Legal Advice and Advocacy for Minnesota Special Needs Trusts

Guzmán LaLonde, P.A. provides legal services with regard to every aspect of special and supplemental needs trusts, including:

• Drafting of special and supplemental needs trusts
• Administration of special and supplemental needs trusts
• Litigation regarding special and supplemental needs trusts
• Defense of challenges to special and supplemental needs trusts
• Court establishment of special needs trusts
• Preparation of accountings for court established special needs trusts

Herself a parent of an adult child with special needs, attorney Lori Guzmán has over 25 years of experience assisting Minnesota families with special and supplemental needs trusts. She is attuned to the issues that can arise with these trusts, and works proactively to protect the interests of individuals with special needs and their families.

Supplemental and Special Needs Trusts for Clients Throughout Minnesota

Located in Apple Valley, Guzmán LaLonde, P.A. serves clients with supplemental and special needs trust matters throughout Minnesota. We invite you to explore our website to learn more about our firm and services, and to contact us to schedule a consultation regarding your supplemental or special needs trust questions. We look forward to working with you.