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April 19, 2026

Special Needs Trusts: How to Provide for a Disabled Loved One Without Losing Their Government Benefits

A Special Needs Trust allows you to leave money and assets for a disabled loved one without disqualifying them from Medicaid and SSI. Learn how these trusts work, who needs one, and how to set one up correctly.

Special Needs TrustDisability Planning

March 31, 2026

Special Needs Trusts: How to Leave Money to a Loved One Without Destroying Their Benefits

Leaving money directly to someone on Medicaid or SSI can disqualify them from the benefits they depend on. A special needs trust protects the inheritance and the person.

Estate PlanningSpecial Needs Trust

October 18, 2025

Fundamentals of a Qualified Disability Trust (QDT)

Understanding How These Trusts Provide Tax Relief and Protection for Individuals with Disabilities Estate planning for individuals with disabilities often requires balancing two goals: protecting public benefit eligibility and minimizing tax burdens. A Qualified Disability Trust (QDT) is a unique tool that can achieve both. It provides special tax advantages under federal law while ensuring the trust’s assets continue to support the beneficiary’s long-term needs.

Qualified Disability TrustSpecial Needs Trust

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