We Listen.

Special Needs Trust: Why is it used? Contact An Attorney

What is a special needs trust? A special needs trust, also called a supplemental needs trust, is used to provide mentally or physically disabled beneficiaries with money without them losing their eligibility for public assistance (such as disability, Social Security, etc.). A special needs trust created by an  attorney helps provide …

Read More

What is a Special Needs Trust?

A special needs trust is a way to provide your disabled loved one without the assets affecting their government eligibility into programs like Medicaid and Social Security Disability. Find out if a Special Needs Trust is right for you. Read the entire Report on Pennsylvania Special Needs Trusts/ Supplemental Needs Trust here.

Read More

Can I Create My Own Special Needs Trust or Supplemental Needs Trust So I am Not Disqualified?

Yes. If you are disabled and receive benefits and a personal injury award and or inheritance and you do not want to be disqualified from government benefits a “self-settled” trust can help. A  “self –settled” trust is frequently created by individuals who have become disabled as a result of an accident or medical malpractice and later receive a personal …

Read More

How Important is a Trustee in a Special Needs Trust?

The trustee of any trust is an important position. In special needs trusts the trustee has sole discretion to decide what the beneficiary, your disabled loved one, needs and what can be distributed under state laws or federal regulations without disqualifying the beneficiary. They may spend quite a bit of time at the job in order …

Read More

Who Will Take Care of Your Disabled Child When You are Gone?

Special Needs and Supplemental Needs Trusts Are The Vital Tool To Protect Our Loved Ones When We No Longer Can A special needs trust or supplemental needs trust is a way to provide for your disabled child or disabled loved ones quality of life. The great thing about this type of trust is your child …

Read More

Strengthening Your Special Needs Trust

by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

Read More

Sophisticated, Responsive and Focused.

  • “At Unruh Turner Burke & Frees, the client’s objective is never lost in the details and as a result, even complex deals get done quickly and efficiently..."

    Read More...

  • “Unruh Turner Burke & Frees has been a tremendous resource to me and my team throughout the past 17+ years. This highly-talented group delivers the...”

    Read More...

  • “Unruh Turner Burke & Frees has been a trusted source of advice and counsel on all levels of governmental law and regulation, from zoning and land use...”

    Read More...

  • "Our Trust Department has utilized Unruh Turner Burke & Frees’ expertise for several years to assist our clients with their overall estate plans. They..."

    Read More...

  • “Over the last 25 years Unruh Turner Burke & Frees has represented our residential building and development enterprise in many capacities including real..."

    Read More...

  • "Based on my long-term relationship with Unruh Turner Burke & Frees, I can wholeheartedly recommend its services to any business owner who wishes to work with...”

    Read More...

  • “We recently hired Unruh Turner Burke & Frees to handle a conditional use application for our Chestnut Street Lofts apartment project in downtown West Chester..."

    Read More...

  • “I have been working with Unruh Turner Burke & Frees for many years. They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and...”

    Read More...

  • “I have relied on the firm's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future.”

    Read More...

  • “… This highly-talented group delivers the highest quality legal work and brings real-world experience in a very cost-effective manner…”

    Read More...

  • "If there is an issue facing a municipality, Unruh Turner Burke & Frees is the source for sound guidance and direction.”

    Read More...

  • “…They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and Real Estate. In every one of those areas I have been blessed with great ...”

    Read More...

  • "Whether we are competing in a strong market or working through a declining market, it has always been reassuring to know that Unruh Turner Burke & Frees has both..."

    Read More...

meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069