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Special Needs Trust

Special Needs Trust Lawyers in Salem

Helping Clients Protect Loved Ones with Disabilities in Albany & Keizer

At Johnson & Taylor, our lawyers understand the complex federal and state laws surrounding special needs trusts. Our attorneys help you understand the benefits of special needs trusts and which type will best fit your circumstances.

A Special Needs Trust (SNT) is a financial arrangement that provides support for people with disabilities while preserving their eligibility for government benefits such as Medicare, Medicaid, and SSI. Special needs trusts are usually set up by a parent, guardian, or grandparent and can include multiple assets, such as cash, investments, and real estate.

Thinking of creating a special needs trust in Salem for your loved one? Request a free initial consultation by calling (971) 318-5516. Se habla español.

Types of Special Needs Trusts in Oregon

There are several types of special needs trusts, each with its own purposes and requirements. In Oregon, the main types of SNTs include:

  • First-Party Special Needs Trust – This type of trust is funded with assets that belong to the person with special needs. These assets often include the proceeds from a personal injury settlement or an inheritance. To establish a first-party trust, the disabled person must be younger than 65 when it is created.
  • Third-Party Special Needs Trust – This type of trust is funded with assets that belong to someone else, such as a parent or grandparent. Age restrictions do not apply to a beneficiary of a third-party trust.

 All special needs trusts must be carefully drafted. Our lawyers know which language to use to avoid violating strict federal and state rules and regulations governing special needs trusts.

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