Special Needs Trust
Protect a loved one without disqualifying their benefits.
A trust designed to provide for a person with disabilities while preserving eligibility for needs-based public benefits like Medicaid and SSI. Often one of the most important things a family can put in place.
- Ongoing trust administration (available separately)
- Guardianship petitions (available separately)
Why can’t I just leave money to my child directly?
A direct inheritance can unintentionally disqualify someone from essential needs-based benefits. A properly structured trust lets you provide support without that risk.
Who should be the trustee?
It depends on your family. We’ll talk through family members, professional trustees, and combinations, and plan for successors so care never lapses.
Parents, grandparents, and caregivers planning for a loved one with a disability — and families who want care to continue after they’re gone.
Typically 3–6 weeks from consultation, depending on complexity.
Your exact fee is confirmed at your consultation, the way it always has been. The starting point above is an anchor, not a quote.
Young Adult Power of Attorney
Essential Life Documents
Foundational Estate Plan
Comprehensive Estate Plan with Trust
Elder Law / Life Care Plan
Probate & Estate Administration
Schedule a Complimentary 30-Minute Consultation
At Hurwitz.Law, we believe that thoughtful planning begins with a meaningful conversation.
We offer a private, 30-minute consultation—by phone or Zoom—for individuals and families considering estate planning, elder law, or trust administration services. This conversation allows us to understand your goals, answer your questions, and help determine whether our firm is the right fit for your needs.
Our firm is intentionally boutique. We work with a limited number of clients so that we can provide a high level of personal attention and care. If we’re not the right fit, we’ll do our best to point you in the right direction.
This consultation is not a sales pitch. It’s a conversation rooted in clarity, respect, and the belief that your time—and your legacy—deserve both.
Schedule a ConsultationPrefer to talk first? Call us at (215) 967-7890.