Montana Special Needs Trusts

One of the fundamental goals of estate planning is to ensure that your family is properly taken care of should something happen to you. If a beneficiary receives governmental benefits because of a physical or mental disability, the receipt of any inheritance could jeopardize the beneficiary’s eligibility for public assistance. A properly constructed supplemental or special needs trust (SNT) allows the beneficiary to receive an inheritance without sacrificing the public support payments.  Public benefits only provide for basic necessities. A SNT permits you to supplement those benefits with quality-of-life items such as: education and tutoring, transportation, hobby supplies, vacations, entertainment, electronics, and a special diet or personal care needs.

If you are looking for the best Montana family law attorney, the best Montana estate planning lawyer, or the best Montana business law attorney, you'll want someone with experience. Contact Matrium Law Group to discuss your options today.