Special Needs Planning for Connecticut Families

Drazen Rubin Law, LLC offers a comprehensive array of planning tools and techniques designed to help you protect your special needs loved one’s financial and legal rights while ensuring the best possible quality of life—now and in the future.

  • Estate planning for beneficiaries with special needs
  • Assistance with preserving and protecting public benefits
  • Supplemental care trusts
  • Disability applications
  • Assistance with locating and coordinating services
  • Conservatorships for disabled individuals
  • Guardianships for children
  • Links to support groups
  • Development of plans to meet challenges of the disabled individual’s longevity
  • Self-settled (d4a) trusts
  • Third party trusts
  • Sole benefit trusts
  • Stand-alone special needs trusts D4c pooled trusts
  • Litigation support for settlements (e.g. car accident victim/malpractice suit settlement)

Which Special Needs Trust is Right for You?

A special needs trust is a trust tailored to a person with special needs that is designed to manage assets for that person’s benefit while not compromising access to important government benefits. There are three main types of special needs trusts:

  1. First-party trust
  2. Third-party trust
  3. Pooled trust

All three name the person with special needs as the beneficiary. A “first-party” special needs trust holds assets that belong to the person with special needs, such as an inheritance or an accident settlement. A “third-party” special needs trust holds funds belonging to other people who want to help the person with special needs. A “pooled trust” holds funds from many different beneficiaries with special needs.

book cover - hope for caregivers:abc's of long-term care and legal planning

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