The PMF Team is especially committed to administration of this specialized form of trust instrument because of the substantial benefits it provides for disabled persons—specifically the ability of the trustee to make discretionary payments for the beneficiary’s health, education, maintenance and support while preserving his or her eligibility for means-tested public benefits. Our team’s substantial experience with the administration of Special Needs Trusts is fundamental to ensuring that expenditure plans are developed commensurate with the trust’s (often limited) financial assets, the beneficiary’s eligibility for public benefits is preserved and the trust’s assets are protected from invasion by outside creditors.
