Special Needs Trusts

Contact Us

Phone: 845-638-1235

Email: [email protected]

Main Office
250 West Nyack Road
Suite 102A
West Nyack, NY 10994

Many trustees can provide you with Special Needs Trust administration; however, very few administrators have the compassion to administer your trust in the most flexible and beneficial way possible.

We, and our partners, take pride in developing a personal relationship with every client and need to understand their challenges and needs to design a plan that fits them. Many trustees consider a Special Needs Trust to be rigid and inflexible, but we believe hard work and proper documentation can allow much needed flexibility.

Claimant expectations are important to understand and educate. In order to provide you with the best possible experience, our partners have assembled a team made up of attorneys, case managers, nurses, accessible transportation experts and real estate/construction consultants. We look forward to using all of our resources to serve you.

Permissible Services

A trustee is directed to consider basic living needs when making distributions, and to consider distributions such items as:

Residential expenses beyond basic rent costs, including but not limited to, furnishings, utilities, telephone, television, internet, computer services, electronic equipment such as radios, televisions, CD’s, video recording, camping, vacations, athletic contests, movies, payment for a companion or attendant, companions for travel, automobile expenses, travel and vacation, educational expenses, adaptive aids, other expenses related to leisure, recreation and cultural experiences, personal care such as exercise class, hair and nail care or massage and other therapies, prepaid funeral expenses, mental or dental work or treatment and nonessential medical procedures. In addition, “special needs” or “supplemental needs” may include occupational therapy, physical therapy, and speech therapy not covered by public benefits… Medical and dental expenses, annual independent check-ups, periodic independent medical examinations and opinions, equipment, programs of training, education, treatment and rehabilitation, eyeglasses, transportation (including the purchase and maintenance of a vehicle) insurance, supplementary dietary needs, general preventative care including vision and dental checkups.

Experience matters

Expert Support for Every Settlement Need

Structured Settlements

Turn settlement proceeds into long-term financial security. We design tax-free, flexible payment plans that protect your future and provide guaranteed stability.

Qualified Settlement Funds (QSF)

Gain time and control during complex settlements. Our QSF administration streamlines distribution, resolves liens, and preserves benefit eligibility.

Trust Administration

Protect vulnerable clients with tailored settlement trusts. We create and administer Special Needs Trusts, Minor Trusts, and custom solutions that safeguard benefits and assets.

Lien Resolution

Reduce repayment obligations and keep more of your settlement. Our experts analyze, negotiate, and resolve Medicare, Medicaid, and private-insurance liens efficiently and compliantly.

Medicare Set-Asides

Protect Medicare eligibility while meeting federal compliance requirements. We calculate and structure Medicare Set-Asides to ensure future medical costs are properly allocated and approved.

MSA Administration

Simplify ongoing Medicare Set-Aside management. Our administration services ensure proper fund usage, accurate reporting, and continued compliance with Medicare guidelines over time.

Attorney Fee Structures

Support ethical, compliant compensation planning for legal professionals. We help structure attorney fees in ways that align with case outcomes while ensuring transparency, efficiency, and regulatory compliance.

Employment Settlements

Navigate complex employment-related claims with confidence. We structure employment settlements to address tax exposure, wage allocation, and long-term financial planning needs.

Family Law Settlements

Support fair and sustainable resolutions in family law matters. We structure settlements to address division of assets, support obligations, and future financial stability.

Wealth Management

Turn settlement outcomes into lasting financial security. Our wealth management strategies focus on preservation, growth, and alignment with long-term personal and family goals.

Settlement Preservation Trusts

Safeguard settlement proceeds for long-term security. These trusts protect assets from rapid depletion while providing controlled access to funds over time.

Special Needs Trusts

Preserve benefits while enhancing quality of life. Special Needs Trusts are designed to protect government benefit eligibility while allowing funds to be used for supplemental care and support.

Our Methods

How we Solve the Hardest Problems

Strategic Analysis

We build effective strategies through careful case assessment.

Expert Negotitation

We aim for favorable outcomes with skilled negotiation.

Client

Focused

We provide personalized solutions based on your needs.

Relentless Advocacy

We protect your rights with unwavering dedication.

Dedicated to providing expert legal counsel with integrity and commitment, we fight for your rights and deliver personalized solutions for every case.

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