Special Needs Trusts

Protect Your Loved One's Future With a Special Needs Trust

Caring for a family member with disabilities requires thoughtful legal planning that preserves their access to vital benefits while securing their financial future. At Steele Page & Madeley, we create Special Needs Trusts that provide long-term security without jeopardizing government assistance.

Our team brings over 35 years of combined experience to every case, offering same-day consultations while available and scheduling that fits your life. We understand the emotional weight of these decisions and provide reassurance throughout the process. Reach out to us for a free in-person initial consultation.

Signs You May Need a Special Needs Trust

If you're concerned about protecting your loved one's eligibility for essential programs, it's time to consider your options. Steele Page & Madeley takes a hands-on approach to every case, giving your family the personalized attention you deserve.

• Loved one receives SSI or Medicaid benefits
• Planning your estate with a disabled family member
• Inheritance could disqualify your loved one from assistance
• Need to preserve funds for supplemental care
• Concerned about who'll manage assets after you're gone
• Medical expenses continue to increase
• Want to ensure lifelong financial security

Let us help you navigate these complex decisions with compassion and care.

Why You May Need Special Needs Trusts

Establishing a Special Needs Trust gives you peace of mind. These trusts allow you to provide for your loved one without disrupting the government benefits they depend on for healthcare and daily living expenses.

• Preserves eligibility for means-tested government programs
• Provides funds for expenses not covered by public assistance
• Protects assets from creditors and legal claims
• Ensures professional management of financial resources
• Offers tax advantages for your estate
• Creates a structured plan for lifelong care
• Prevents financial exploitation of vulnerable individuals
• Maintains control over how funds are used

Contact Steele Page & Madeley today to discuss how we can help protect your family's future.

Why Choose Steele Page & Madeley

As a locally owned, woman-owned firm, we genuinely care about our clients and the families we serve. You'll benefit from our patient, empathetic approach during what can be an overwhelming time.

• Over 35 years of combined experience in wills and probate law
• Free in-person initial consultation to discuss your needs
• Same-day consultations offered while available
• Emergency consultations upon request
• Scheduling that fits your life with weekend appointments
• Personalized approach during difficult times
• Compassionate guidance throughout the entire process
• Hands-on attention to every detail of your case

We provide the reassurance and support you need during this important planning process.

Contact Us

Your loved one deserves a secure future, and you deserve peace of mind knowing their needs will be met. At Steele Page & Madeley, we're committed to helping Montgomery County families protect what matters most. Our team will listen to your concerns, answer your questions, and develop a customized plan that reflects your family's unique circumstances.

Contact us today to schedule your free consultation and take the first step toward securing your loved one's financial future.