Special Needs Trust Lawyer in Troy, MI 

Estate planning is often viewed from the perspective of the person leaving an inheritance, but what about the person receiving it? For families with a loved one who has a disability or relies on government assistance, traditional estate plans can create serious, unintended consequences.

If assets are left directly to a person receiving Medicaid or Supplemental Security Income (SSI), that inheritance can disqualify them from critical benefits they depend on for medical care, housing, or daily support. At Axis Estate Planning, we help families plan wisely to protect their loved ones from these risks while providing lasting financial security and peace of mind.

Learn how we can help you protect your loved ones by consulting our Troy Special Needs Trust attorney. Call (248) 290-8306 or contact us online for an office, at-home, or virtual appointment. 

How Axis Estate Planning Can Help with Special Needs Trusts

Our firm can provide comprehensive support in designing and implementing special needs plans that comply with Michigan and federal law. 

We assist families by:

• Creating Special Needs Trusts that protect eligibility for government programs while providing for supplemental care and quality-of-life needs.
• Advising on first-party and third-party trusts, depending on whether the funds belong to the beneficiary or someone else.
• Drafting clear care instructions to guide future guardians, trustees, or caregivers.
• Coordinating with public benefits programs to facilitate full compliance and continued eligibility.
• Integrating family estate plans so other relatives’ gifts or inheritances don’t accidentally disrupt benefits.

Our goal is to simplify a complex process and provide your family with a long-term, sustainable plan that supports your loved one’s dignity and independence.

Why Special Needs Planning Is Crucial

Many individuals with disabilities rely on government programs for essential care. A well-intentioned inheritance, if not appropriately structured, can unintentionally make them ineligible for benefits, leaving them in a worse position than before.

With proper planning and the right legal tools, such as Special Needs Trusts (also known as Supplemental Needs Trusts), your loved one can continue to receive government benefits while enjoying a higher quality of life. These trusts can be used to enhance comfort and independence by covering expenses such as therapies, recreation, personal care, and other supplemental needs.

Because each person’s situation is unique, personalized legal guidance is essential. At Axis Estate Planning, we take the time to understand your family’s goals and craft a plan that protects your loved one’s present and future needs.

Why Consider Us for Special Needs Planning?

Attorney Victor A. Veprauskas, recognized by Super Lawyers for his excellence in estate planning and elder law, leads our hands-on approach to client care. We focus on building trust, offering straightforward guidance, and tailoring every plan to your family’s needs.

We understand that these decisions are deeply personal, and we are committed to helping you protect your loved one’s financial stability and future care. If you have questions about special needs planning or would like to explore how a trust can protect your family member’s future, we encourage you to reach out today. Discuss the specifics directly with our Troy Special Needs Trust attorney at your earliest convenience.

Phone us at (248) 290-8306 or reach out online to schedule a confidential consultation today. Serving clients throughout Oakland County.