Frank, Frank & Scherr, LLC | Elder Law, Estate Planning & Special Needs Planning

Call us at · 410-777-8560

New law may have serious impact on your estate planning and Medicaid benefits
Frank, Frank & Scherr, LLC | Elder Law, Estate Planning & Special Needs Planning

Call us at · 410-777-8560

New law may have serious impact on your estate planning and Medicaid benefits
Plan For The Future With Confidence

Plan For The Future With Confidence

Create A Special Needs Trust Or An ABLE Account For Peace Of Mind And Your Loved One’s Security

A special needs trust is a powerful estate planning tool that can protect your vulnerable spouse, child, grandchild or other loved one. It is a way by which you can make financial gifts during your lifetime as well as leave assets through your will to provide for the beneficiary’s needs. Used correctly, a special needs trust can preserve the person’s eligibility for public assistance such as Supplemental Security Income (SSI), Medicaid or subsidized housing.

You may create a special needs trust or contribute to an ABLE account for a child, grandchild, ward or third party. It may be created as a living trust or a testamentary trust (created by a will). Part of the beauty of a special needs trust is that, once it is created, others who care can also give or leave assets directly to the trust at any time.

Understanding Rules And Processes For Accessing Assets In A Special Needs Trust

When creating a special needs trust, an attorney’s counsel is vital, both for the task of drafting the document and ensuring that family members understand the rules of use of the trust. For example,

  • Funds from the special needs trust can be used for other things besides food and shelter, including basic utilities.
  • Purchases from the special needs trust need to be for the primary use of the beneficiary.
  • The trustee has the authority to approve expenses.

Our firm’s years of experience and our attorneys’ attentive, professional approach to advising clients in need of estate planning tools inspire confidence in our clients.

Contact Us Today To Create A Special Needs Trust

Turn to our established estate planning law firm for help with special needs planning for your child or spouse or another family member or special person with disabilities. A special needs trust is a powerful tool that can make a great difference in your loved one’s quality of life. Contact us in Baltimore by phone at 410-777-8560 or by email through this website. We serve clients throughout the Baltimore Metro area. We are here for you.

After more than 30 years of trusted service to the Greater Baltimore community and throughout the State of Maryland in Elder Law and Estate Planning, Frank, Frank & Scherr has been acquired by McDonald Law Firm, and is now fully part of McDonald Law Firm. This transition ensures long‑standing clients continue to receive experienced, compassionate legal guidance—now with expanded resources and a broader regional reach.

For more than a decade, McDonald Law Firm has specialized in Elder Law, Estate Planning, and Special‑Needs Planning, helping individuals and families plan for long‑term care, protect assets, preserve independence, and secure their loved ones’ futures. McDonald Law Firm proudly serves clients throughout Maryland and Washington, D.C., providing tailored legal solutions aligned with each client’s goals and circumstances.

By combining decades of trusted experience with a forward focused approach, McDonald Law Firm continues the legacy established by Frank, Frank & Scherr—delivering knowledgeable, personalized counsel in matters involving long‑term care planning, special-needs planning, and comprehensive estate strategies.

Schedule a consultation today to learn how the experienced elder law and estate planning attorneys at McDonald Law Firm can help you plan with confidence.

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