Special Needs Trust

Enhancing Life While Maintaining Important Government Benefits

Do you have a family member or loved one with special needs? Do they, or might they receive government benefits at some point? Do you know how your loved one will be cared for in the event of your own death or disability?

Many people are unaware that gifts or inheritances received by individuals with special needs can sometimes do more harm than good. Without proper planning, a gift or inheritance that is meant to improve the life of someone with special needs can actually cause them to lose important government benefits that provide for the necessities of life. A "Special Needs Trust" (also called a "Supplemental Needs Trust") can allow such a gift or inheritance to benefit a person with special needs without disqualifying them from the important government benefits available to them.

These trusts are subject to a number of complex rules and must be drafted with careful consideration of the most current federal and state laws that govern them. If properly drafted and administered, such a trust can provide many lifestyle benefits that no government program would ever provide. Below are a few examples (not an exhaustive list) of the types of lifestyle-enhancing benefits that can be paid for out of a Special Needs Trust:

  • cable television service
  • recreational travel
  • dental care
  • experimental treatments not covered by government health programs
  • grooming
  • massage therapy
  • rehabilitation sevices

If you have a loved one with special needs who might benefit from the creation of this type of trust, Platt Law, P.C. can help you determine whether a Special Needs Trust would be appropriate for your situation. Contact us to schedule a consultation.


From within Utah County and Salt Lake County, our law firm represents estate planning and elder law clients from Alpine, Highland, Lehi, American Fork, Saratoga Springs, Eagle Mountain, Sandy, Draper, Herriman, South Jordan, Pleasant Grove, Salt Lake City, Lindon, Provo, Orem, Spanish Fork, Payson, Santaquin, and Springville. The Utah Law Firm of Platt Law, P.C. focuses on Utah estate planning, wills, trusts, estates, probate administration, asset protection, Medical Assistance planning, Medicaid planning & eligibility, Veterans Benefits planning, VA Aid and Attendance planning, elder law, business succession planning, family limited partnerships, real estate and transactional law. With years of experience, attorney RobRoy Platt is an experienced estate planning attorney, trust attorney, probate attorney, asset protection attorney, Medicaid attorney, Veterans Benfits attorney, and elder law attorney. Melissa Platt is an experienced business succession attorney, trust attorney, estate planning attorney, and real estate attorney.