770-609-1247

770-609-1247 | Georgia Special Needs Trusts

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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.

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