Special Needs Trust Preparation Assistance

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    Taxonomy Code: FT-2700.8600-800

    Programs that provide assistance for people who want to establish a trust for a chronically and severely disabled beneficiary which supplements government benefits such as SSI and Medicaid rather than supplanting them and which provides an income for the person with a disability within allowable limits. Special needs trusts are generally established using the assets of a third party but may, under certain specified conditions, be established with the disabled person's own funds, and are managed by a trustee on behalf of the individual with a disability. Trusts established with the disabled person's funds may have "pay back" requirements which enable the state to collect funds at the end of the trust as reimbursement for medical care expenditures. Special needs trusts may be revocable or irrevocable, and may be established and utilized on behalf of the person with a disability while the parents or others funding the trust are still living (an intervivos or living special needs trust) or following the death of the parents (a testamentary special needs trust).

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    There are 5 matching records.
    Service NameDescriptionLocationProgramAgency
    Elder Law, Estates Settlement and Planning Services-Chambersburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
    Elder Law, Estates Settlement and Planning Services-McConnellsburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
    Elder Law, Estates Settlement and Planning Services-Waynesboro OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
    Juniata County Register and RecorderClerk of Orphans' Court - issues all marriage licenses, handles all adoptions and incapacitated filings, and presents all first and final account files in the estate to the court. Recorder of Deeds - handles all transactions dealing with real estate. Register of Wills - probates the wills of all decedents and issues letters of administration and testamentary in each estate.JuniataJuniata County Register and RecorderJuniata County Register and Recorder
    Planned Lifetime Assistance Network of Pennsylvania - Special Needs Trust ServicesSpecial Needs Trusts allow individuals with lifelong disabilities to set aside resources without impacting their eligibility for government benefits; including SSI and Medicaid. Congress established statutory authority for Special Needs Trusts with the passage of The Omnibus Budget Reconciliation Act of 1993. Funds held in trust are used to improve the beneficiary’s quality of life. Common uses of trust funds include transportation costs, counseling/therapy, medical expenses, clothing and computer and electronic equipment.DelawarePlanned Lifetime Assistance Network of Pennsylvania (PLAN of PA) - Delaware; WaynePlanned Lifetime Assistance Network of Pennsylvania (PLAN of PA)

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