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Supplemental Needs Trust e

Special Needs Trust Attorneys

Throughout the course of your life, you have worked hard to provide for your family. You deserve to have an estate plan that continues to look after your loved ones beyond your lifetime. Otte & Czajkowska, LLC offers a full range of estate planning services for individuals and families throughout Chicago's northwest side. We understand that providing for a disabled dependent in your estate plan can be complex, and we are equipped to help you establish a supplemental needs trust.

A supplemental needs trust is sometimes called a special needs trust. Like all trusts, supplemental needs trusts are financial arrangements that place the assets of the trust's creator under the care of a trustee for the benefit of named beneficiaries. It is important to work with a qualified estate planning attorney when setting up a trust to ensure that the trust complies with all applicable laws and regulations.

What Is a Supplemental Needs Trust?

Many government programs designed to help individuals with disabilities or special needs have eligibility rules that take into account the disabled person's income and assets. A large inheritance could disqualify a disabled person from programs such as Medicaid and Supplemental Security Income (SSI). Assets placed in a supplemental needs trust, however, do not affect a disabled person's eligibility for government assistance programs. Supplemental needs trusts can be set up to benefit a third party, such as a child (including an adult child), or they can be used to protect the creator's public benefits.

There are a number of important requirements that must be met when establishing a supplemental needs trust, and there are rules regarding how the assets in the trust may be used. The experienced attorneys at Otte & Czajkowska, LLC can help you determine if a supplemental needs trust is right for your situation. If so, we will work with you in selecting a reliable trustee, funding the trust properly, and ensuring that your disabled loved one is properly cared for both now and in the future.

Trusted Estate Planning Attorneys in Niles and Morton Grove

Otte & Czajkowska, LLC was formerly the law firm of Chester M. Przybylo & Associates. We are equipped to review, amend, and update any estate planning documents prepared by Attorney Przybylo and his team or any other firm in the Chicago area. Attorneys Michael A. Otte and Izabela Czajkowska are especially proud to offer Polish-language estate planning and elder law services to clients throughout the region. Matters concerning wills, trusts, and powers of attorney can be complex, particularly for those with language barriers. With our help, Polish-speaking individuals and families can obtain the security and peace of mind that everyone deserves.

Call 773-631-7100 Today

If you would like to learn more about supplemental needs trusts or to begin the process of creating one, contact our office. Call 773-631-7100 to schedule a confidential consultation with a member of our team today. Our firm serves clients in Jefferson Park, Elmwood Park, Morton Grove, Norridge, Niles, Harwood Heights, Lincolnwood, Edgebrook, Edison Park, Glenview, Des Plaines, and throughout Chicago's northwest side.

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