Special Needs Planning Attorneys in Oklahoma City

Special Needs Trusts in Oklahoma

A Special Needs Trust (SNT), also referred to as a Supplemental Needs Trust, is a trust created for an individual who receives or who may receive state or federal benefits. The trust is designed to provide for the individual’s “supplemental needs” while maintaining the individual’s eligibility for benefits provided by the government.

Types of Special Needs Trusts:

Third Party: A parent or other third party creates and funds a trust for the individual receiving government benefits. The trust can be funded now or through the parent or third party’s estate plan.

First Party: This type of SNT is also called a “(d)(4)(A) Trust” or “Medicaid Pay-Back Trust” and is funded with the beneficiary’s own assets (i.e. personal injury settlement). Upon the death of the beneficiary, remaining assets must be paid back to the state for up to the amount of medical assistance paid by the state.

Stand-by Special Needs Trust provisions: Because we do not ever know what the future may hold for our family or beneficiaries, stand-by Special Needs Trust provisions are important to include in your revocable trust. With these provisions included in your revocable trust, your Trustee can create a Special Needs Trust for a beneficiary if necessary at the time of your death.

Why Call Ball Morse Lowe?

The attorneys at Ball Morse Lowe have built a respected reputation over the decades for providing sophisticated counsel in complex oil, gas, and energy law matters, business law cases, transactions, estate planning, and family law matters. We take pride in assisting individuals and families with their legal concerns. Personable and responsive, our lawyers craft documents and develop strategies tailored to each client's unique goals and needs.

Ball Morse Lowe PLLC is committed to providing excellent service and sound solutions to our clients in a cost-effective manner. From our offices in Norman, Oklahoma City, Edmond, Stillwater, Frisco, and Denver, our attorneys provide services throughout the Oklahoma City, DFW, and Denver Metros and in other states, including Texas, North Dakota, Ohio, Colorado, California, Wyoming, and New Mexico.

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Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma, Texas, and Colorado.

Our lawyers have extensive experience handling a wide range of practice areas, including family law, estate planning, litigation, real estate, oil, gas and energy, business & commercial, and much more.

Our firm is devoted to providing each client with all the resources of a large firm but with the individualized attention of a small practice. Unlike many other firms, we have the ability to conduct investigations, hire expert witnesses, and utilize cutting-edge technology to help you build the strongest case possible.

The lawyers at Ball Morse Lowe can help you seek what's needed in your case. Our team is standing by to assist you, so call us at (877) 508-4265 to get started with a free consultation with our client intake team.

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Ball Morse Lowe PLLC, serves businesses and individuals throughout Texas, Oklahoma, and Colorado. As an award winning law firm, we provide legal solutions in matters involving oil and gas law, estate planning, family law business law and litigation. You can depend on Ball Morse Lowe PLLC, for sound advice, sensible solutions and vigorous representation.

Call Ball Morse Lowe today at (877) 508-4265 to receive your consultation with our client intake team.

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BE

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I hired Ball Morse Lowe for a divorce and was from the beginning, heard and understood on not only the family dynamic, but what I wanted out of the divorce. BML held my hand along the way and made sure I understood my responsibilities. I did have a successful divorce with minimal argument. I would highly recommend this firm to anyone who is looking for a family law practice.

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OKLAHOMA CITY SPECIAL NEEDS PLANNING ATTORNEYS

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Special Needs Trusts in Oklahoma

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What Our Clients Say

Jason J.

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Christian D.

★★★★★

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BE

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