Estate & Asset Protection

Specialized & Special-Needs Trusts

Some goals call for more than a standard trust. We build specialized structures, including special-needs trusts, that protect beneficiaries and preserve their support.

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How Krankemann Law helps

We design trusts to fit a specific purpose, whether that is providing for a loved one with a disability, protecting assets for future generations, or addressing a particular family situation. Each trust is drafted with its goal and the relevant rules in mind. The aim is a structure that does exactly what your family needs it to do.

Why a special-needs trust matters

A special-needs trust is generally designed to provide for a person with a disability without jeopardizing their eligibility for needs-based public benefits. Leaving assets directly to that person can unintentionally disqualify them from important support. A properly drafted trust supplements those benefits rather than replacing them.

What we handle

  • Special-needs trusts for a disabled beneficiary
  • Trusts that preserve public benefit eligibility
  • Trusts for minor children
  • Asset protection trusts for future generations
  • Trusts addressing blended-family situations
  • Trusts holding specific or sensitive assets

FAQ

Specialized & Special-Needs Trusts — Common Questions

What is a special-needs trust?
It is a trust generally designed to provide for a person with a disability while preserving their eligibility for needs-based public benefits. The trust supplements, rather than replaces, that support. The exact structure depends on the source of the assets and the beneficiary's situation.
Why not just leave money directly to my disabled relative?
A direct gift or inheritance can unintentionally disqualify a person from needs-based benefits by pushing them over asset or income limits. A properly drafted special-needs trust avoids that problem. That is the core reason these trusts exist.
What other specialized trusts might I need?
Beyond special-needs trusts, families use specialized structures for minor children, blended families, generational asset protection, or particular assets. The right tool depends on your goals and circumstances. We match the structure to the purpose rather than offering a single option.
Can I set up one of these trusts within my broader plan?
Yes, and that is often the best approach, integrating a specialized trust into your overall estate plan so the pieces work together. We coordinate the trust with your will, other trusts, and directives. The goal is a consistent plan, not isolated documents.

Free, Confidential Consultation

Talk to a Krankemann attorney about your estate & asset protection matter.

A free, confidential consultation costs nothing and tells you exactly where you stand.

Call (707) 524-2200 Request a Consultation