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Caring for a loved one with a disability often means balancing long-term financial support with continued access to essential public benefits. Special Needs Trusts allow families to do both when they are administered thoughtfully and correctly. At MWC Legal Group, we help trustees and families manage Special Needs Trusts with care, clarity, and a deep understanding of what matters most.
Special Needs Trust Administration in Wisconsin
Jennifer R. Lasky
We understand that Special Needs Trust administration is not just about rules and paperwork. It is about people. Our team takes the time to understand each family’s goals, the beneficiary’s needs, and the intent behind the trust, providing practical advice and responsive support at every stage.
A Thoughtful, Client-Centered Approach
A Special Needs Trust is intended to provide financial support without disrupting eligibility for public benefits such as Medicaid or Supplemental Security Income (SSI). When properly administered, trust assets can be used to enhance comfort, independence, and quality of life while preserving access to vital programs.
Our role is to help ensure the trust is used as intended, with careful attention to benefit rules, trustee responsibilities, and the long-term needs of the beneficiary.
Our role is to help ensure the trust is used as intended, with careful attention to benefit rules, trustee responsibilities, and the long-term needs of the beneficiary.
Supporting Long-Term Security and Quality of Life
Administering a Special Needs Trust comes with unique responsibilities and ongoing compliance concerns. Trustees must make thoughtful decisions about distributions, reporting, and record-keeping, often while navigating complex family dynamics.
MWC Legal Group provides steady guidance throughout the administration process, helping trustees avoid common pitfalls and make informed decisions with confidence.
MWC Legal Group provides steady guidance throughout the administration process, helping trustees avoid common pitfalls and make informed decisions with confidence.
Experienced Guidance for Trustees and Families
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Administering a Special Needs Trust requires care, experience, and a thoughtful approach. We are here to help you navigate the process with confidence and peace of mind. Contact MWC Legal Group to discuss how we can support you and your family.
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