As we begin to plan for your loved one’s future, we must consider how an inheritance will affect their needs-based government benefits such as Supplemental Security Income (SSI) and Medicaid. Many parents, and family members, choose to establish a Special Needs Trust because they provide an opportunity for children and adults to access their inheritance while maintaining needs-based government benefit eligibility. A key component to maintaining these benefits is proper Trust administration. This is where we come in.
At Good Shepherd Fund, we manage Special Needs Trust to ensure needs-based government benefit eligibility remains intact while enhancing your loved one’s quality of life. So, whether you’re looking for us to professionally administer your loved ones’ Special Needs Trust or looking for us to step in as Successor Trustee when you are no longer able to serve, we are here to help.