Special Needs Trusts

Dallas Special Needs Trust Lawyer

Texas Public Assistance Attorney

A Skilled North Texas Attorney Helping You Protect the Needs of a Loved One

Certain family members who suffer from a mental disability or physical impairment may need additional financial safeguards in place to ensure they have the resources to live an enjoyable life once you have passed. A Special Needs Trust is a very effective way for you to legally protect these loved ones in the future.

To learn more about caring for a disabled family member, contact the Law Offices of Jo Bess Jackson, P.C., to schedule a free consultation.

With more than 20 years of experience handling the estate planning needs of people in the Houston Dallas area, the Law Offices of Jo Bess Jackson, P.C., recognizes the importance of helping clients make informed decisions about Special Needs Trusts that can ensure their dependent loved ones will have proper funding for:

  • Medical treatments
  • Mental and physical rehabilitations
  • Food and living expenses
  • Transportation needs
  • Educational costs

Taking Time to Understand Your Hopes, Concerns and Goals

Estate planning for dependent family members takes time and patience. Before recommending any course of action, attorney Jo Bess Jackson will sit down with you and your family to determine your hopes, concerns and goals. She can help you determine the type of Special Needs Trust most applicable to your situation, including:

  • Supplemental Needs Trusts
  • Third Party Funded Special Needs Trusts
  • Self-Settled Supplemental Needs Trusts

A Miller Trust and Public Assistance

Older people with total funds above the “cap income,” may have difficulty qualifying for much-needed public assistance, such as Medicaid. Yet, the amount of public assistance awarded is often not enough to pay for daily nursing home expenses by itself. Because of this, it may seem as if you are caught in the middle between either having too much money, or too little money. A Miller Trust, also called a Qualified Income Trust, is a way for you to qualify for public assistance despite having income above the cap. We can help construct this type of trust for you.

Contact an Attorney Experienced in Establishing Special Needs Trusts

To determine if you should create a Special Needs Trust, contact lawyer Jo Bess Jackson at (214) 219-2285 to schedule a free consultation and visit our information center to learn more about your estate planning options. We counsel people throughout North Texas, including Collin County, Plano, Ft. Worth and DFW.