Special Needs Trust

Special Needs Trust Attorney in Raleigh

Protecting Those Who Need It Most in Wake Forest and The Triangle

At NC Wills & Trusts, we understand the unique challenges faced by families with loved ones who have special needs. Planning for their long-term care and financial security is paramount. A Special Needs Trust (SNT) can be a powerful tool to ensure your loved one receives the necessary support while maintaining their eligibility for essential government benefits like Medicaid and Supplemental Security Income (SSI). 

When creating a special needs trust, it is important to work with a special needs trust attorney who understands North Carolina regulations. Our estate planning firm regularly helps Raleigh families navigate local rules and best practices to help ensure your trust is structured the right way for your loved one's future. In addition to understanding federal benefit programs, we focus on strategies relevant to North Carolina, such as those following guidance provided by the Wake County Courthouse and other nearby legal institutions. These details can make a difference in how your trust functions and how long your family member remains eligible for assistance, so having a knowledgeable attorney on your side is critical when making these important decisions.

What Is a Special Needs Trust?

A Special Needs Trust is a type of trust that holds assets for the benefit of an individual with disabilities without jeopardizing their access to public benefits. It allows you to provide supplemental support for your loved one's needs, such as:

  • Medical expenses not covered by insurance
  • Therapy and rehabilitation
  • Education and training
  • Recreation and travel
  • Personal care and support services

Working with a special needs trust attorney whom Raleigh residents rely on can make it easier to tailor the trust for both current and future needs. We answer client questions about what types of expenses a trust can cover and help educate families on the distinctions between first-party and third-party SNTs under North Carolina law. This kind of clarity is especially important if your loved one accesses local resources through Wake County or receives support from regional programs in The Triangle.

Schedule a consultation with NC Wills & Trusts by calling our Raleigh special needs trust lawyer at (919) 759-6353 or contacting us online to discuss your estate planning needs.

Legal Help With Local Roots

See What Sets NC Wills & Trusts Apart

We make affordable, dependable estate planning possible for families throughout North Carolina, helping you plan for the future with confidence. Explore some of the ways our personalized service can help you.

  • Accessible Pricing

    Estate planning should be accessible to everyone. Our flat fees are often one-third to one-half the cost of traditional firms—without sacrificing quality or care.

  • Direct Attorney Access

    Every client works directly with attorney Kevin Peach, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.

  • Transparent Service

    No hidden fees, no pressure tactics. We’re committed to making the process clear, simple, and easy to understand—so you can plan confidently.

  • Rooted in Community

    As a Raleigh native, Kevin Peach brings a local perspective, empowering clients through free webinars and educational resources.

Why Create a Special Needs Trust?

  • Preserve Government Benefits: A properly drafted SNT ensures that trust assets are not counted towards Medicaid or SSI eligibility.
  • Provide Supplemental Care: The trust can fund expenses that are not covered by government programs, enhancing your loved one's quality of life.
  • Ensure Long-Term Security: An SNT provides peace of mind, knowing that your loved one's needs will be met even after you're gone.
  • Protect Assets: An SNT can shield assets from creditors and potential mismanagement.
  • Guardianship Alternative: When properly created, it can assist in avoiding some of the complexities of a full guardianship proceeding.

Who Needs a Special Needs Trust?

Families in Raleigh, NC, and the surrounding areas who have a loved one with:

  • Physical disabilities
  • Intellectual disabilities
  • Mental health conditions
  • Chronic illnesses

For many families, consulting with a special needs trust lawyer in Raleigh can help clarify eligibility concerns and next steps. If you are wondering whether a trust is right for your circumstances, an attorney can help review your unique situation and explain how state and federal benefit programs may impact your decisions. Clients throughout Wake Forest and nearby cities often ask about integrating local care resources and community support programs, and our team is committed to helping you navigate these questions with careful attention to your loved one's specific requirements.

How We Can Help in Raleigh

Our experienced trust attorneys at NC Wills & Trusts can guide you through the process of creating a Special Needs Trust that meets your family's unique needs. We will:

  • Explain the details of a SNT and help you choose the right one.
  • Draft a comprehensive trust document that complies with all applicable laws and regulations.
  • Advise you on how to fund the trust and manage its assets.
  • Help you navigate the complexities of Medicaid and SSI eligibility.

Families working with a special needs trust attorney benefit from direct guidance focused on North Carolina law and local court requirements. Our knowledge of legal standards in the Raleigh area, combined with our understanding of the unique challenges facing special needs families, allows us to design trusts that fit each family's long-term goals. We also routinely participate in continuing legal education to remain aware of any changes in state and federal estate planning rules that could benefit our clients.

Our Services Include:

  • Special Needs Trust Creation: We handle all aspects of trust formation, ensuring your loved one's future is secure.
  • Estate Planning for Families with Special Needs: We create comprehensive estate plans that address the unique needs of your family.
  • Medicaid Planning: We help you understand and navigate the complexities of Medicaid eligibility.
  • Guardianship Alternatives: We explore options that can help avoid the need for full guardianship.
  • Wills & Trusts: We provide comprehensive wills and trusts services, including will preparation and trust administration.

Connect with an experienced special needs trust attorney in Raleigh without delay. Submit an online form to get started.

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Call NC Wills & Trusts Now

We are committed to providing compassionate and knowledgeable legal services to families in Wake Forest and The Triangle. 

Choosing a special needs trust lawyer is an important step in planning for your loved one's future. Our team understands the significant emotional and financial considerations impacting families and is dedicated to delivering clear, honest advice every step of the way. Whether you are seeking a consultation about guardianship alternatives or have specific questions about special needs trust administration in Wake County, we are here to provide information based on the current legal landscape in North Carolina, including guidance relevant to the Wake County Courthouse and surrounding communities.

Learn more about what your options are by contacting our special needs trust attorney in Raleigh at (919) 759-6353 today.

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    - Nancy H.
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    Kevin did a great job with our estate planning documents. We had lots of questions which he answered promptly and thoroughly. We were anxious to get our affairs in order and he was very responsive and reasonably priced. I highly recommend NC Wills and Trusts for your estate planning needs.
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    Kevin was really helpful. He finished our required documents quickly. He answered all of our questions. His fees are quite affordable. He was very polite and knowledgeable.
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    A Fresh Approach to Planning for Your Future

    Helping You Secure Your Legacy

    Have questions? Ready to get started? Call (919) 759-6353 today or contact us online to schedule a free consultation.

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