Special Needs Trusts

What are these and why would I need one?

Imagine that one of your family members has inherited or been awarded a large sum of money.  If he or she is also receiving or eligible to receive public benefits (e.g., Social Security disability or Medicaid), you may want to establish a special needs (or supplemental needs) trust that will allow that family member to receive public benefits.  These trusts are governed by federal law, but established in state court.

There are different kinds of special needs trusts that may be set up, depending on your circumstances, and we can work with on figuring out which one would be best in your situation.



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Law Offices of Elizabeth H. Klampert is located in Tarrytown, NY and serves clients in and around Amawalk, Ardsley, Ardsley-on-Hudson, Armonk, Baldwin Place, Banksville, Bedford, Bedford Hills, Bedford Village, Briarcliff Manor, Bronxville, Buchanan, Chappaqua, Cortlandt, Cortlandt Manor, Crompond, Cross River, Croton Falls, Croton-on-Hudson, Crugers, Dobbs Ferry, Eastchester, Elmsford, Fleetwood, Goldens Bridge, Granite Springs, Greenburgh, Harrison, Hartsdale, Hastings-on-Hudson, Hawthorne, Irvington, Jefferson Valley, Katonah, Larchmont, Lewisboro, Lincolndale, Mamaroneck, Maryknoll, Millwood, Mohegan Lake, Montrose, Mount Kisco, Mount Pleasant, Mount Vernon, New Castle, New Rochelle, North Castle, North Salem, North White Plains, Ossining Town, Ossining Village, Peekskill, Pelham, Pelham Manor, Pleasantville, Pocantico Hills, Port Chester, Pound Ridge, Purchase, Purdys, Rye, Rye Brook, Scarborough, Scarsdale, Scotts Corners, Shenorock, Shrub Oak, Sleepy Hollow, Somers, South Salem, Tarrytown, Thornwood, Tuckahoe, Valhalla, Verplanck, Waccabuc, West Harrison, White Plains, Yonkers, Yorktown, Yorktown Heights.

We also serve: Putnam County, Duchess County, Rockland County, Orange County and New York City.


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