Special Needs Trusts

A Special Needs Trust holds title to property for the benefit of a child or adult who has a disability. The Special Needs Trust can be used to provide for the needs of a disabled person and supplement benefits received from various governmental assistance programs. A trust can hold cash, real property, personal property, and can be the beneficiary of life insurance policies.

If you are caring for a disabled family member, a Special Needs Trust may be an appropriate estate planning tool. The attorneys at Pregenzer Baysinger Wideman & Sale have the experience and sensitivity you need to craft vital and essential legal documents which can help secure the future for your loved ones and give you peace of mind.

Please contact Nell Graham Sale (ngsale@pbwslaw.com) for more information.

"We approached Nell with what we considered to be "an impossible situation" as we have concerns for two adult sons (one of whom is on disability) being able to function in life without us.   We had a number of issues and there was no perfect solution in sight.  Nell walked us through the maze of the "impossible" and helped us determine our options.  We found her to be highly professional, courteous, intuitive, knowledgeable, sensitive, empathetic, and on-target; and we found her fee for services to be "more than fair".  We have been taught that Special Needs Trusts need Special Attorneys.  PBW&S is a firm we would encourage anyone with a personal dilemma to consult with.  It is a privilege to share our experience and we can't thank them enough."
  Jesse and Jacquelyn Valdez
NAMI Westside Education Coordinator
National Alliance On Mental Illness