attorney jacqueline reardon – greater hartford, ct

Frequently Asked Questions
CT Special Needs Planning

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• What is a Special Needs Trust?
A Special Needs Trust is designed to benefit a person with disabilities without affecting their eligibility for government assistance programs, like Medicaid or Supplemental Security Income (SSI).

 

• Who should consider a Special Needs Trust?
Parents, family members, or guardians of individuals with disabilities should consider this type of trust to provide for their loved one’s long-term care and quality of life.

 

• How does a Special Needs Trust work?
Assets in a Special Needs Trust are managed by a trustee and can be used for supplemental needs—such as medical, educational, or recreational expenses—without jeopardizing public benefits.

 

• What happens to the funds in a Special Needs Trust if the beneficiary passes away?

Upon the beneficiary’s death, the remaining assets are typically distributed to named heirs or, if applicable, used to reimburse Medicaid.

 

• Can the beneficiary control the assets in a Special Needs Trust?
No, the assets are controlled by a trustee to ensure they are used for the benefit of the individual with special needs without affecting their eligibility for benefits.

 

• Are Special Needs Trusts state-specific?
Yes, while federal regulations apply, each state may have unique rules regarding Special Needs Trusts. It’s important to work with a Connecticut attorney to ensure compliance.

 

• Can a Special Needs Trust be created with an inheritance?
Yes, if a person with special needs inherits assets, a “first-party” Special Needs Trust can be created to protect eligibility for government benefits.

 

• Can a Special Needs Trust cover educational expenses?
Yes, a Special Needs Trust can cover various supplemental expenses, including educational costs, transportation, and recreational activities.

 

• Are there different types of Special Needs Trusts?

Yes, the two main types are first-party (funded with the beneficiary’s own assets) and third-party (funded by family members or others), each with different rules and benefits.

 

• Who can serve as a trustee for a Special Needs Trust?
A family member, friend, or professional fiduciary can serve as trustee, but it’s crucial to select someone familiar with special needs planning and public benefit rules.

 

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860.298.8997

Testimonials

★★★★★

"Can't say enough good words about Jackie. She is knowledgeable, compassionate, and will handle your case with confidence and ease. Best CT Lawyer I have worked with!"

- Paul J., Windsor, CT

★★★★★

"Highly recommended! I am blown away by her professionalism and care. She has the most wonderful personality too! I give her my 5 stars!"

- Betty W., Bloomfield, CT

★★★★★

"Attorney Reardon handled my case with integrity, passion and professionalism. She informed me about all options, we came up with a strategy and the outcome was outstanding. I am very happy with her!"

- Helen C., West Hartford, CT

Office Hours

Daily - 9 am to 5:30 pm

Address

340 Broad St Suite 300
Windsor, CT 06095

Contact Info

860.298.8997

jacquelinreardon@sbcglobal.net

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