Special needs trusts, guardianship coordination, and family planning for Grady County families with a disabled child or family member.
Special needs planning in Grady County tends to be family-driven and emotional. The plan addresses the long-term question: what happens to my child when I'm gone.
A special needs trust holds assets for the benefit of a person with a disability without disqualifying them from SSI and SoonerCare.
Most families start the planning conversation well before the child turns 18.
First-party trusts are funded with the beneficiary's own assets and have Medicaid payback requirements. Third-party trusts are funded by family members and have no payback requirement.
The plan addresses three things: who will serve as trustee, who will serve as guardian or caregiver, and how the trust will be funded.
Yes, through a third-party special needs trust.
Sometimes yes, sometimes no. We assess this honestly rather than defaulting to the more restrictive option.
Oklahoma offers ABLE accounts, which complement but don't replace a special needs trust.
Schedule a consultation.