Securing the Future: The Importance of Special Needs Trusts for Your Loved Ones

May 2, 2024

Securing the future: the importance of special needs trusts for your loved ones

If you have a loved one with special needs who relies on you for support, it’s natural to worry about what will happen to them when you’re no longer able to provide that care. A special needs trust is a powerful tool that can ensure your family member continues to receive the care and support they need even after you pass away. At The Terrell Law Firm, we understand the importance of planning for the future and can help you set up a special needs trust to protect your loved one.


Special needs trusts are designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI). By setting up a special needs trust, you can ensure that your loved one has access to funds for medical care, therapy, education, housing, and other necessities while still qualifying for essential government assistance programs. This can provide invaluable peace of mind knowing that your family member’s future is secure.


In addition to protecting your loved one’s eligibility for government benefits, a special needs trust also allows you to designate a trusted individual or institution to manage the funds on behalf of your family member. This appointed trustee will be responsible for making decisions about how the funds are used and ensuring that they are used in a way that benefits your loved one. This level of control can help prevent any misuse of funds and ensure that your family member’s best interests are always the top priority.


Creating a special needs trust involves careful consideration of various factors such as the type and extent of your loved one’s disability, their current and future financial needs, and their long-term goals. Our experienced estate law team at The Terrell Law Firm can work with you to customize a trust that meets your family member’s unique circumstances and provides them with the support they need throughout their lifetime. We understand the complexities involved in setting up a special needs trust and will guide you through each step of the process.


At The Terrell Law Firm, we believe in empowering families to plan ahead and secure their loved ones’ futures. We offer personalized guidance and support to help Oklahoma residents create comprehensive estate plans that include special needs trusts. By taking proactive steps now, you can ensure that your family member with special needs receives the care and support they deserve long after you’re gone. Schedule an appointment with our estate law team today to learn more about how a special needs trust can benefit your loved ones.



Planning for the future is essential when you have a family member with special needs who relies on you for support. Setting up a special needs trust is a powerful way to safeguard their financial security and ensure they continue to receive care even after you’re no longer able to provide it yourself. At The Terrell Law Firm, we are dedicated to helping Oklahoma residents create effective estate plans that include special needs trusts tailored to their unique situations. Contact us today to schedule a consultation and take the first step towards securing your loved one’s future.


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