Mathis Wealth Management

A special needs trust allows you to provide for a disabled family member while preserving their eligibility for Medicaid and SSI benefits. Unlike other trusts, assets in an SNT are not counted against benefit thresholds. The trustee can disburse funds for education, recreation, medical expenses, and quality-of-life enhancements without jeopardizing government support. This is powerful planning for families with disabled or medically impaired members.

Consult with your financial planner and estate planning attorney to set up an SNT tailored to your family's needs.