Serving Lewisville, Denton, Flower Mound, Frisco, Plano and the Surrounding Areas

  • Raising a family member with special needs involves unique medical, financial, social, and legal issues.
  • Maintaining eligibility for government assistance programs while providing that your special needs family member is well-cared for requires specific planning.
  • If you have a family member with special needs, contact us to discuss your individual situation.

Special Needs Trusts

Special needs trusts seek to maintain eligibility for means-tested government assistance programs such as Medicaid and Supplemental Security Income (SSI), and yet provide supplemental services and goods not provided by Medicaid and SSI.These services can dramatically improve the quality of life for your special needs family member. There are several types of special needs trusts.

Here is a partial list of the supplemental services available to your child through an appropriate special needs trust:

  • Reimbursement for attendance at or participation in recreational, religious or cultural events;
  • Participation in hobbies, sports or other activities;
  • Items beyond necessary food and clothing (such as dining out occasionally, special foods periodically delivered, or for an article of clothing that is desirable but not necessary)
  • Exercise equipment, or special medical equipment if not available through other third-party sources;
  • The cost differential between a shared room and a private room;
  • Equipment such as telephones,¬† radios, television, Internet access, computer, and cameras for private use by the individual;
  • Membership in clubs;
  • Subscriptions to magazines and newspapers;
  • Small, irregular amounts of personal spending money, including reasonable funds for the occasional purchase of gifts for family and friends, or for donations to charities or churches;
  • Supplemental education and tutoring
  • Out-of-pocket medical and dental expenses
  • Services of a representative payee or conservator;
  • Someone to visit the individual periodically and monitor the services he/she receives; intervention or respite when the person is in crisis;
  • Vocational rehabilitation or habilitation, if not available through other third-party sources;
  • Items which Medicaid and other governmental programs do not cover or have denied payment or reimbursement for, even if those items include basic necessities such as physical or mental health care or enhanced versions of basic care or equipment (e.g., wheelchair, communication devices), and items which are not included for payment by the per diem of the facility in which the Beneficiary lives; and
  • Transportation (including purchase and maintenance of a vehicle)
  • Funds for trips, ¬†vacations, or for ¬†entertainment such as movies, shows or ballgames
  • Athletic training or competitions
  • Special dietary needs
  • Personal care attendant or escort

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