Blog for John Sweeney - Elder, Wills, Estates, Trusts, Special Needs, Business, & Tax Lawyer in CT and NY

Special Needs Trusts and Planning in Connecticut and New York

Posted by John Sweeney | Sep 22, 2017 | 0 Comments

What are Special Needs Trusts?

Under means-tested benefit programs like Medicaid and Supplemental Security Income (SSI), disabled people can only qualify for benefits if they have no more than about $2,000 in countable assets.

Special needs trusts allow disabled people to receive the benefit of trust money without being disqualified from receiving Medicaid and SSI. With a special needs trust, the money can be used to pay for expenses that are not covered by Medicaid or SSI without reducing the benefits that the beneficiary would otherwise be eligible to receive.

Special needs trusts may be established using assets of family members or other third parties or using the assets of the disabled person.

In December of 2016, the Senate approved H.R. 34, a law which permits a disabled person to create their own special needs trusts.  Prior to this, only a third party trust could be established.

About the Author

John Sweeney

John is an experienced lawyer who helps you solve your problems. He practices Elder, Wills, Estates, Trusts, Special Needs, Business, & Tax Law in Fairfield County CT and Westchester County New York. He brings a wealth of experience in law, business, tax, insurance, and finance to arrive at practical solutions with compassion and care. Honest, direct and practical, he is focused on you and your problems. He also brings a wealth of personal experience from his own large family and aging parents.


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Elder, Wills, Estates, Trusts, Special Needs Tax & Business Law; Attorney John Sweeney

Sweeney Legal, LLC, provides legal, practical, and business counsel to Seniors, families, and businesses in the Fairfield, Connecticut area, including the communities of Bridgeport, Bethel, Brookfield, Danbury, Darien, Easton, Fairfield, New Canaan, Newtown, Norwalk, Redding, Ridgefield, Stamford, Weston, Westport and Wilton. John is also licensed in New York serving Westchester County including the towns of Bedford, Lewisboro, Mount Kisco, North Salem, Pound Ridge, and Somers.