Individual Special Needs Trusts

Comprehensive Trust Services from Experienced Professionals

Individual special needs trusts are an important focus of FND Trust Services, as they can provide an ideal way of preserving assets and protecting eligibility for public benefits. We can help you understand your options and how individual special needs trusts work so you can make an informed decision on this crucial matter. Our knowledgeable, responsive team proudly serves beneficiaries, their representatives, and their families in Florida and throughout the U.S.

What Is an Individual Special Needs Trust?

Did you know that a person with a disability may be rendered ineligible for Medicaid, Supplemental Security Income (SSI), or other public benefits if they receive an inheritance or simply accumulates too much money in their account? Any amount over $2,000 in assets will negatively affect benefit eligibility. An individual special needs trust offers a way to protect the assets of a person with a disability while preserving their ability to receive public benefits. Funds can be distributed, as needed, to pay for extra care beyond what the government provides.

An individual special needs trust may offer a way to pay for:

• Personal care attendants
• Home furnishings or modifications
• Out-of-pocket medical or dental care
• Education
• Recreation and vacations
• Transportation
• Rehabilitation
• Many other ways of improving the quality of life for a person with a disability

FND Trust Services can administer first-party special needs trusts to protect the assets of a person with a disability, or third-party special needs trusts established by family members to give or leave assets to a person with a disability. Available in Florida and throughout the U.S., our special needs trust services are personalized, efficient, and transparent.