Special Needs Trust

Special Needs Trust From Our Harrisonburg, Waynesboro, & Staunton Lawyers In Virginia

Our Staunton, Waynesboro, & Harrisonburg Lawyers Help You Create Special Needs Trusts To Provides Long-Term Protection.

Setting up a special needs trust allows a disabled beneficiary to inherit assets without losing vital public resources. Our experienced Harrisonburg, Waynesboro, and Staunton attorneys walk you through the process and draft documents to protect and manage inheritances. There are two types of special needs trusts:

Our Special Needs Trust Team:

Third-Party Special Needs Trusts

The team at Wharton Aldhizer & Weaver drafts these for parents and grandparents planning for the future of their disabled child. Your beneficiary is still eligible for public services when you place your assets into a trust as opposed to leaving them directly to the disabled individual.

First-Party Special Needs Trusts

Our qualified team creates these trusts for disabled clients who directly inherit assets that affect their ability to receive public services. Sometimes these trusts are developed after an adult with significant assets becomes disabled and needs access to support services.

Clear Communication For Comprehensive Estate Planning.

Understanding your options so you can make informed decisions is something you can expect when you work with our law firm. Out of our offices in Waynesboro, Harrisonburg, and Staunton, VA, we listen to your needs and concerns and we will patiently present and explain a range of estate planning strategies to protect your loved ones and their future needs.

Our Streamlined Process Minimizes Anxieties.

We understand the challenges you face when planning for the special needs of a member of your family. Our empathetic team has the experience necessary to ease your anxiety. By providing options, solutions, and a sophisticated approach to the process, we help clients breathe easy knowing they’ve planned and protected their family. Schedule your appointment today with one of our Harrisonburg, Waynesboro, and Staunton lawyers for a special needs trust.

Gain Peace Of Mind.

Have Questions? We're Responsive.

The experienced Harrisonburg, Staunton & Waynesboro lawyers at Wharton Aldhizer & Weaver PLC represent clients throughout the state and beyond in our many practice areas.

This website provides general information about Wharton Aldhizer & Weaver PLC. It is not intended to be nor does it provide legal advice, and use of this website, including without limitation contacting us, does not create an attorney-client relationship. Do not consider this website and any information provided through this website to be secure or confidential. Photos or other media on this website may portray people who are not lawyers, employees, or clients of Wharton Aldhizer & Weaver PLC.

Special Needs Trust From Our Harrisonburg, Waynesboro, & Staunton Lawyers In Virginia

Our Staunton, Waynesboro, & Harrisonburg Lawyers Help You Create Special Needs Trusts To Provides Long-Term Protection.

Clear Communication For Comprehensive Estate Planning.

Our Streamlined Process Minimizes Anxieties.

Gain Peace Of Mind.

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