Empower Your Loved One’s Future
With a Third-Party Special Needs Trust
Preserve Their Benefits and Provide Financial Security
Do you want to protect your loved one’s financial future while ensuring they maintain access to critical government benefits like Medicaid or Supplemental Security Income (SSI)?
A third-party Special Needs Trust offers the perfect solution to provide financial support without jeopardizing their eligibility for essential benefits.
At Vail Gardner Law, we understand the importance of securing your loved one’s well-being and are here to guide you through this vital process.
How a Third-Party Special Needs Trust Helps Your Loved One
- Preserve Benefits: Keep your loved one’s Medicaid and SSI intact while providing financial assistance.
- Secure Assets: Protect funds set aside for housing, education, therapy, or other vital needs.
- Tailored for Families: This trust is funded by third-party resources, such as parents’ or grandparents’ assets, ensuring flexibility and financial stability.
- Ease the Burden: Relieve your loved one from the risk of losing benefits due to financial missteps.
- Peace of Mind: Ensure your loved one’s future is safeguarded with a plan that complies with complex regulations.
Schedule your FREE consultation with Vail Gardner Law today.
We provide compassionate, professional guidance to help you create a third-party Special Needs Trust that protects your loved one’s independence and quality of life.
Contact Vail Gardner Law today at (919) 246-6676 or online to take the first step toward peace of mind.
A Problem You Shouldn’t Face Alone
Planning for a loved one’s financial future can be stressful. Without a proper plan, even well-intentioned financial gifts could disqualify them from Medicaid or SSI, leaving them without essential support.
How do you ensure they’ll have access to what they need while safeguarding their benefits? The uncertainty can feel overwhelming.
Even small financial missteps could disrupt your loved one’s eligibility for critical programs. You’re trying to balance financial generosity with the security of their government benefits—a task that feels both daunting and high-stakes.
Don’t leave their future to chance.
At Vail Gardner Law, we specialize in creating third-party Special Needs Trusts that provide your loved one with financial stability while preserving their access to Medicaid and SSI.
Our team guides you every step of the way, ensuring a seamless and secure process.
Benefits of a Third-Party Special Needs Trust With Us
- We Simplify the Process
Our experienced team manages the complexities of setting up a third-party Special Needs Trust, making the process easy for you and your family. - Tailored Solutions for Your Family
Each trust is uniquely crafted to meet the specific needs of your loved one and your family’s financial goals. - Compassionate Guidance
We approach each case with care and understanding, treating your family’s needs with the attention they deserve.
Take the first step toward securing your loved one’s future. Contact Vail Gardner Law today for a FREE consultation.
Let us help you create a third-party Special Needs Trust that ensures peace of mind for years to come. Call us at (919) 246-6676 or contact us online to get started.
Why Choose Vail Gardner Law? Here Are 5 Reasons
- We Understand Family Needs
We know how important it is to balance financial generosity with the protection of essential benefits. Our expertise ensures that your trust provides the security your loved one deserves. - We Keep It Simple
Creating a Special Needs Trust can be complicated, but we simplify every step. From explaining your options to setting up and funding the trust, we handle the details so you can focus on your family. - Your Goals, Our Priority
We work closely with you to design a trust that aligns with your loved one’s needs and your family’s long-term goals. - Compassion You Can Count On
You’re not just another client to us. We treat every family with the care and respect they deserve, ensuring a personalized and supportive experience. - We’re Local and Accessible
Serving families across Durham, Raleigh, and surrounding areas, we’re here when you need us. Whether in-person or online, we’re ready to help.
Contact Vail Gardner Law today for a FREE consultation. Call (919) 246-6676 or contact us online to secure your loved one’s future with confidence.
Is a Third-Party Special Needs Trust Right for You?
Designed for Families Who Care
This trust is ideal for parents, grandparents, or other family members who want to provide financial support to a loved one with a disability while preserving their access to Medicaid and SSI.
You Want to Protect Their Benefits
If your loved one relies on government assistance, you’re committed to ensuring their financial security without jeopardizing their eligibility.
You Value Professional Guidance
Navigating the complexities of Special Needs Trusts requires a knowledgeable partner. You’re ready to work with a team that provides clarity and care.
You’re Planning for Long-Term Security
Whether you’re preparing for your own estate or contributing to a trust fund for your loved one, you’re ready to take a strategic approach.
Whether you’re planning independently or as a family, a third-party Special Needs Trust ensures your loved one’s benefits and quality of life remain protected.
Contact Vail Gardner Law to start building a plan that works for your family. Schedule a free consultation by calling (919) 246-6676 or contact us online.
”I am a personal injury attorney and have had the opportunity to refer clients to Vail before. She does a great job for her clients, and I highly recommend her without hesitation.“
– Kevin G.
Vail Gardner helped me sort out my estate and all the various documents I needed to rest easy. I was at a complete loss and Vail guided me through the process with her knowledge and patience. She and her staff are friendly and there for you when you need them. I feel very secure now after working with Vail to get my needed documents completed.
– LeAnne Lavenets
Vail prepared our will and related documents and was very knowledgeable and personable. She walked us through this complicated process and was able to answer all our questions and address specific concerns.
– Walt and Diane Allen
Our Guarantee: Your Loved One’s Future, Secured
What do you gain with a third-party special needs trust?
- Financial Security: Protect funds for housing, therapy, and other essential expenses.
- Peace of Mind: Preserve your loved one’s access to Medicaid and SSI without fear of disqualification.
- Family Confidence: Know that your financial planning safeguards their long-term well-being.
When you work with Vail Gardner Law, you’ll have a trusted partner who simplifies the process, handles the complexities, and ensures your trust is set up for success.
Ready to secure your loved one’s future? Call us at (919) 246-6676 or contact us online to schedule your FREE consultation today.
Let’s create a plan that works for your family.
Let’s Protect Your Loved One’s Future Together
- Expert Guidance
Navigating the legal complexities of a third-party Special Needs Trust can feel overwhelming. Our team brings deep knowledge and experience to ensure your trust is established correctly and efficiently. - Tailored Solutions
We understand that every family’s needs are unique. That’s why we craft customized trusts designed to protect your loved one’s assets and align with your family’s goals. - Comprehensive Support
From the initial consultation to funding your trust, we’re with you every step of the way. You’ll never feel left in the dark about the process or next steps.
- Preserve Essential Benefits
With our help, your loved one’s Medicaid and SSI remain secure, giving you peace of mind that their financial support won’t be disrupted. - Financial Flexibility
Your loved one’s assets will be safeguarded for vital expenses like medical care, housing, and transportation—ensuring a higher quality of life. - Confidence and Peace of Mind
When you work with us, you’ll know that your trust is set up for success, giving you and your family the confidence to focus on what matters most.
Take the stress out of securing their benefits and financial future.
Contact Vail Gardner Law to discover how we can help you create a third-party Special Needs Trust that works for your family.
Call us today at (919) 246-6676 or contact us online to schedule your free consultation. Your peace of mind starts here.
How It Works: A Seamless Process for Securing Your Loved One’s Future
We Make It Easy for You
At Vail Gardner Law, we believe setting up a third-party Special Needs Trust should be smooth and stress-free. Our streamlined process ensures you can protect your loved one’s assets and maintain their benefits without unnecessary complications.
Here’s How We Guide You
- Step 1: Personalized Consultation
We start with a free consultation to understand your family’s unique circumstances, answer your questions, and discuss the best approach for the trust. - Step 2: Customized Trust Creation
Our team will craft a trust tailored to your loved one’s needs, ensuring compliance with legal requirements while protecting their financial future. - Step 3: Comprehensive Support and Funding
Once the trust is created, we’ll guide you through the funding process and provide ongoing support to ensure the plan works seamlessly.
Creating a Special Needs Trust doesn’t have to be overwhelming. With our experience and personalized service, you can secure their benefits and gain peace of mind knowing their assets are safeguarded.
With a FREE consultation from Vail Gardner Law, you’ll take the first step toward a secure financial plan that protects your loved one’s independence and benefits.
Call us at (919) 246-6676 or contact us online to schedule your free consultation today. Let us help you navigate the process with confidence and ease.
Frequently Asked Questions About Third-Party Special Needs Trusts
What Is a Third-Party Special Needs Trust?
A third-party Special Needs Trust is a legal arrangement funded by someone other than the beneficiary, such as a parent, grandparent, or another family member. It allows you to provide financial support without affecting the beneficiary’s eligibility for government benefits like Medicaid or SSI.
Who Can Set Up a Third-Party Special Needs Trust?
This type of trust can be established by parents, grandparents, or other family members who want to protect their loved one’s financial future while preserving government benefits.
How Are Funds in the Trust Used?
Funds can be used for a wide range of expenses that enhance the beneficiary’s quality of life, such as housing, education, medical care, or recreational activities, as long as they comply with benefit rules.
Will Setting Up This Trust Impact My Loved One’s Benefits?
No. Properly setting up and managing a third-party Special Needs Trust ensures your loved one’s benefits remain intact while allowing for supplemental financial support.
What Happens to the Trust After My Loved One Passes Away?
Unlike first-party trusts, any remaining funds in a third-party Special Needs Trust can be distributed to other beneficiaries, such as family members or charities, as specified in the trust agreement.
Still Have Questions?
We’re here to help you understand every step of the process. Schedule your free consultation today by calling (919) 246-6676 or contacting us online. Let’s secure your loved one’s future together.
Take the Next Step Toward Peace of Mind
Are You Frustrated With the Complexities of Protecting Your Loved One’s Benefits?
Navigating the rules for Medicaid and SSI can feel overwhelming, especially when planning for your loved one’s financial future.
Don’t let confusion or fear stand in the way of securing their well-being.
At Vail Gardner Law, we’re dedicated to helping families protect their loved ones’ financial resources while preserving access to essential government benefits.
We Have Experience With:
- Safeguarding inheritances and contributions for individuals with disabilities.
- Preserving eligibility for Medicaid and SSI benefits.
- Navigating complex legal requirements with ease.
Schedule Now! Take control of your loved one’s financial future today. Call us at (919) 246-6676 or contact us online to schedule your FREE consultation.
Let Vail Gardner Law provide the clarity, confidence, and security your family deserves.