While it is possible to create a special needs trust without the assistance of an attorney, it is highly recommended to work with a Montana special needs trust lawyer.
Creating a special needs trust involves navigating complex legal requirements and rules related to government benefits, which can be challenging for someone without legal expertise in this area. The downfall is that if a special needs trust is not created exactly as needed under the law, the assets held in the special needs trust will be included as being owned by the special needs beneficiary, which could result in the loss of government benefits. As experienced Montana trust attorneys, we guide individuals through the process of setting up a special needs trust and ensure that the trust is designed to meet the specific needs of the beneficiary while not impairing government benefit eligibility.
Additionally, our trust lawyers can provide valuable guidance on funding the trust, choosing a qualified trustee to manage the trust assets, and ensuring that the trust is structured in a way that will not interfere with the beneficiary's eligibility for government benefits.
As attorneys who specializes in special needs trusts, we can also provide ongoing support to ensure that the trust is updated as necessary to reflect any changes in the beneficiary's circumstances or changes in government benefit programs.