Our Georgia Attorneys Provide a Full Array of Special Needs Trust Services
Phone: 770-609-1247
If you are receiving (or could be eligible to receive) government funds from a disability-based program, you should be especially careful in your estate planning process. The best option for someone in this situation is often a Special Needs Trust.
In the creation of a Special Needs Trust, we will develop a plan to ensure you continue to receive benefits, but also have access to the trust to cover supplemental or special needs. Examples of this could include: specialized therapies, dental care, exercise equipment, computers, etc. Generally, this type of trust will limit the types of distributions the trustee can make so that the distributions will not disqualify the beneficiary from eligibility for government programs.
One of the important questions that needs to be addressed during the creation of a Special Needs Trust is who the Trustee will be. Because of the importance of making proper distributions, the Trustee should be someone who either already knows or is willing and able to learn the requirements of the government programs that provide benefits to beneficiary.
Often, people will name a family member and a financial institution as co-Trustees, because the family member knows the beneficiary and understands his or her special needs and the financial institution has the expertise and knowledge to manage the assets and follow distribution rules.
We have offices in Alpharetta and Atlanta Georgia; and we serve clients throughout all the counties and cities in and adjacent to the Atlanta-metro area.
Call 770-609-1247 or use the Email Submission Form Below
Weekend and Evening Appointments and Consultations Available.
Coleman Legal Group, LLC handles cases in the following cities and communities: Atlanta, Alpharetta, Roswell, Johns Creek, Milton, Cumming, Marietta, Sandy Springs, Marietta, Woodstock, Kennesaw, Gainseville, Norcross, Lawrenceville, Midtown, Inman Park, Duluth, Buckhead, Dunwoody, Vinings and Smyrna.
Our Georgia attorneys frequently handle cases for clients residing in the following counties: Fulton, Gwinnett, Forsyth, Cobb, DeKalb, Henry, Cherokee, Douglas, Carroll, Coweta, Paulding, Bartow, Hall, Barrow, Walton, Newton, Rockdale, Henry, Spalding, Fayette and Clayton.
We have offices conveniently located at:
| Alpharetta Georgia North Point Park 5755 North Point Parkway Suite 51 Alpharetta, GA 30022 Phone: 770-609-1247 | Map |
Atlanta Georgia Colony Square 1201 Peachtree Street, 400 Colony Square, Suite 200 Atlanta, GA 30361 Phone: 770-609-1247 | Map |
| Dunwoody, Sandy Springs GA 400, Atlanta Georgia 1200 Abernathy Rd Building 600 Atlanta, GA 30328 Phone: 770-609-1247 | Map |
Cumming Georgia The Avenue Forsyth 410 Peachtree Parkway Building 400, Suite 4245 Cumming, GA 30041 Phone: 770-609-1247 | Map |
| Johns Creek, Duluth GA 11555 Medlock Bridge Road Suite 100 Johns Creek, GA 30097 Phone: 770-609-1247 | Map |
Duluth Georgia Sugarloaf 2180 Satellite Boulevard Suite 400 Duluth, GA 30097 Phone: 770-609-1247 | Map |
| Kennesaw Georgia TownPark Center 125 TownPark Drive Suite 300 Kennesaw, GA 30144 Phone: 770-609-1247 | Map |
Lawrenceville Huntcrest 1755 North Brown Road Suite 200 Lawrenceville, GA 30043 Phone: 770-609-1247 | Map |
Copyright © 2020 | Coleman Legal Group, LLC | All Rights Reserved. Coleman Legal Group, LLC • 5755 North Point Parkway, Suite 51 • Alpharetta, GA 30022 • 770-609-1247 DISCLAIMER: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.
