The trusts in this category get built for a different reason than most. Care, mostly. Protection and support around aging, disability, illness, or addiction — for the family member who needs that planning to actually hold up over time.
These structures show up in the most personal conversations our practice has — about a child with a disability, an aging parent, a sibling who needs lifelong support, the cost of long-term care, the family member nobody quite knows how to leave money to.
The questions behind them are some of the hardest in estate planning: Who will care for my child after I’m gone? How do I protect their benefits? How do I save the house if nursing care becomes necessary? How do I provide support without causing harm?
At their best, these trusts create continuity, dignity, and a real plan for vulnerability.
Special Needs Trust
Protecting Without Disqualifying
A Special Needs Trust is a trust designed to provide financial support for a person with disabilities without interfering with important public benefits such as Medicaid or Supplemental Security Income (SSI). The trust allows assets to be used to enhance quality of life while preserving eligibility for needs-based programs.
Read the One-Sheet →III.2Supplemental Needs Trust
Enhancing Quality of Life
A Supplemental Needs Trust is designed to provide resources and support to a person with disabilities while preserving eligibility for public assistance programs. The trust supplements — rather than replaces — government benefits.
Read the One-Sheet →III.3Medicaid Asset Protection Trust
Protecting the Home
A Medicaid Asset Protection Trust is an irrevocable trust often used in long-term care and elder law planning to help protect certain assets — such as a home — while preparing for potential Medicaid eligibility in the future.
Read the One-Sheet →III.4Elder Care Trust
Planning for the Long Road
An Elder Care Trust is a planning structure designed to help manage assets, care decisions, and long-term support for aging individuals. These trusts are often part of broader elder law planning strategies.
Read the One-Sheet →III.5Education Trust
Funding Opportunity with Structure
An Education Trust is a trust designed to fund educational expenses for children, grandchildren, or future generations. The trust may include rules, limitations, incentives, or structured distribution provisions.
Read the One-Sheet →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.
