If you care for a family member with a disability in Yakima, Washington, you’ve likely thought about how to provide for their needs both now and in the years ahead. At Elevated Estate Planning, P.S., our Yakima special needs trust attorneys work with families to create plans that protect access to critical public benefits while ensuring additional needs are met.
Whether you’re a parent, grandparent, sibling, or other caregiver, setting up a special needs trust can offer financial stability and peace of mind. We can help you explore your options and craft a plan that supports your loved one for the long term. Contact us today at (509) 328-2150 to schedule a consultation.
Why Choose Elevated Estate Planning, P.S. for a Yakima Special Needs Trust?
Establishing a special needs trust involves navigating complex laws and regulations. The right plan must comply with Washington state rules, meet federal benefit requirements, and be tailored to your loved one’s unique situation.
At Elevated Estate Planning, P.S., we combine extensive estate planning experience with a strong understanding of disability-related programs. Our approach is personal and thorough, designed to help you make informed decisions for your family’s future.
Our Yakima special needs trust attorneys stand out because we offer:
- Decades of combined experience in estate planning and trust administration
- In-depth knowledge of Washington benefit programs like Medicaid and SSI
- Customized trust design for minors, dependent adults, and aging relatives
- Ongoing trustee guidance to help ensure long-term compliance
When your family’s needs are complex, you deserve a plan that’s both legally sound and compassionate. Contact us today for a consultation with a Yakima estate planning attorney.
Understanding Special Needs Trusts in Yakima, WA
A special needs trust (SNT) is a legal arrangement that holds funds for the benefit of a person with a disability while protecting their eligibility for needs-based programs such as Medicaid and Supplemental Security Income. Because these programs have strict income and asset limits, giving assets directly to your loved one could jeopardize their benefits.
With a special needs trust, funds can be used to pay for services and items that enhance quality of life—things that public assistance programs may not cover. This might include education, therapy, transportation, or personal care items.
Types of Special Needs Trusts
The right trust for your situation depends on where the funding comes from and your long-term goals.
Common options include:
- First-party SNT: Uses the beneficiary’s own assets, often from a legal settlement or inheritance.
- Third-party SNT: Funded by someone other than the beneficiary, such as parents or other relatives.
- Pooled trust: Managed by a nonprofit organization, combining resources from multiple beneficiaries while keeping individual accounts separate.
Each option has its own rules and benefits, which a Yakima special needs trust lawyer can explain in detail.
What Expenses Can a Special Needs Trust Cover?
A special needs trust can pay for supplemental items and services that improve the beneficiary’s life without replacing what government programs provide.
Examples include:
- Adaptive equipment and assistive technology
- Home modifications or in-home care services
- Educational programs, tuition, or vocational training
- Transportation expenses, including vehicle modifications
- Furniture, clothing, and personal items
- Recreational activities, hobbies, and travel
By using the trust strategically, your loved one can enjoy greater independence and comfort while preserving essential benefits.
Contact Our Yakima Special Needs Trust Lawyers for Legal Help
At Elevated Estate Planning, P.S., our Yakima special needs trust attorneys are here to help you create a plan that’s tailored to your needs. Whether your situation is straightforward or involves complex considerations, we can work with you to protect your loved ones and your legacy.
Contact us today to schedule a consultation and learn more about how we can assist you.