Special Needs Trust Attorney in Metro West Boston

Building & Securing a Future for Your Loved One

When you want to protect the well-being of a loved one with disabilities, a special needs trust gives you a way to ensure support and care both now and for years to come. At Marsden Law P.C., our attorneys help families design trusts that protect assets, preserve eligibility for essential benefits, and bring real peace of mind. Our trusted team has guided Metro West Boston families for over a decade, offering insight and clarity so you can make confident estate planning choices.

Every family faces unique decisions when planning for a loved one with special needs. Local families want reassurance that their trust aligns with Massachusetts law and reflects the needs of individuals in Metro West Boston. We discuss every key consideration for your trust—such as family dynamics, government benefits, and connections to local resources and surrounding communities. Our practical advice helps you match legal strategies to real-world needs, giving you confidence in your plan.

Rely on the expertise of a skilled special needs trust lawyer in Metro West Boston. Contact us or call (508) 858-5324 now to arrange your consultation without delay.

Why Work with Our Special Needs Trust Lawyers in Metro West Boston?

Many families across the area count on us for attentive, compassionate guidance when planning for loved ones with disabilities. As special needs trust lawyers, we value clear communication. We take time to understand your hopes before recommending strategies. Our deep experience in estate planning, MassHealth (Medicaid) planning, and benefit preservation helps you make informed decisions for your family.

• Personalized plans tailored to your loved one’s needs and your family’s goals
• Guidance to safeguard government benefit eligibility
• More than ten years’ experience in estate and trust planning for Massachusetts families
• Free initial consultations—in-person meetings encouraged for personal connection
• A local, reputable legal presence serving Metro West Boston with understanding and respect

Our firm makes the planning process comfortable and straightforward. We regularly review changes to state and federal law—keeping up with developments that may impact families. Many clients appreciate the transparent and respectful way we address sensitive topics and coordinate with long-term goals. Being rooted locally, we value building trust and providing reliable support at every step.

The Value of a Special Needs Trust for Your Family

A special needs trust allows you to set aside resources for a person with disabilities without risking their eligibility for means-tested programs like MassHealth or Supplemental Security Income (SSI). In Massachusetts, even a modest inheritance or a direct gift can put benefits at risk, making careful planning especially important. We walk you through every detail, so you understand all the implications for your loved one.

Many families want to provide enrichment, comfort, or independence beyond what public assistance covers. A trust ensures funds are used for your loved one’s personal needs throughout their life. You may choose individuals or institutions as trustees, giving you control in selecting a person or professional who will act in your loved one’s best interest.

Your trust can pay for:

• Enrichment activities and quality of life expenses
• Transportation and special therapies
• Personal items, travel, and advocacy
• Care management or support services not covered by government programs

By creating a trust that follows federal and state law, our Metro West Boston special needs trust lawyers help you shield assets while opening doors for your loved one’s future. We pair legal knowledge with a deep commitment to your family’s values and goals.

Life is rarely static. If your family member’s needs evolve or new opportunities arise throughout Massachusetts, we can advise on updates and help you adapt your trust accordingly. Our guidance ensures your plan continues to offer the right protection year after year.

What to Expect from the Special Needs Trust Process

Our process for special needs trust planning is clear, supportive, and designed to deliver practical results. Here’s what you can expect with Marsden Law P.C.:

• Initial conversation—We learn about your loved one, your goals, and your concerns in a personal, pressure-free setting.
• Evaluation of benefits—We discuss programs like MassHealth and SSI and explain how different planning choices may impact eligibility.
• Customized trust design—Every trust is built to fit your unique situation, with plain-language explanations at each step.
• Review and implementation—We walk you through the trust language, funding options, and answer your questions until you feel certain you’ve made informed decisions.
• Ongoing support—As circumstances change, we’re here to help with updates, funding advice, and transitions for your family’s future needs.

Guidance Built for Metro West BostonFamilies

At each stage, we use straightforward language and realistic timelines. Our attorneys know the support networks and community services available in Metro West Boston. If trust planning dovetails with other estate needs such as guardianships or long-term medical planning, we integrate these discussions to make sure you have a cohesive plan. We believe transparency and frequent communication give families true peace of mind. We invite you to ask questions and share concerns throughout our work together.

Don't hesitate—reach out to an experienced special needs trust attorney in Metro West Boston now. Complete an online form to take the next step.

FAQs

What is the purpose of a special needs trust?

This type of trust lets you provide financial resources for a person with disabilities without affecting their eligibility for government benefits. It ensures supplemental care and quality of life while protecting vital services.

Who can serve as trustee for a special needs trust?

You may appoint a trusted individual, a professional, or a financial institution to serve as the trustee. The trustee must follow legal requirements and act in the best interest of the person with special needs.

How does a special needs trust protect government benefits in Massachusetts?

When a properly drafted trust holds assets, those resources do not count against income or asset limits for MassHealth or SSI. The trust distributes funds for approved expenses, so benefits remain intact.

When should families set up a special needs trust?

Planning early creates stability and confidence. Many people choose to create a trust as part of their overall estate planning or before a loved one receives an inheritance or settlement.

Are there special rules for trusts in Massachusetts?

Yes. Massachusetts laws and federal regulations govern trust language and structure to preserve benefit eligibility. Local experience helps ensure your trust complies with all state and federal rules.

Contact a Special Needs Trust Attorney in Metro West Boston

Planning for a loved one with special needs means weighing important choices about the future. Marsden Law P.C.'s team helps you move forward with confidence by designing a special needs trust that fits your situation and priorities. Call (508) 858-5324 to schedule your free, in-person consultation and learn how you can safeguard your loved one’s care. We take time to listen, answer your questions directly, and guide you at every step. Contact us.

Our expert special needs trust lawyer in Metro West Boston is ready to provide personalized legal guidance. Call (508) 858-5324 to secure your consultation.