Special Needs Trust - Dalton Fiduciary Services

Special Needs Trust Mangement

Special Needs Trusts are designed to protect individuals with physical or mental disabilities while preserving eligibility for important public benefits such as SSI and Medi-Cal. These trusts allow funds to be used to enhance a beneficiary’s quality of life while maintaining compliance with strict government regulations.

Two Primary Types of

Third-Party Special Needs Trusts

These trusts are funded with assets from parents, family members, or other third parties to provide long-term financial support for a loved one with special needs.

First-Party Special Needs Trusts

These trusts are funded with the beneficiary’s own assets, such as an inheritance, personal injury settlement, or other funds belonging to the individual.

“Because Special Needs Trusts are governed by complex rules and benefit regulations, it is essential to work with experienced legal counsel and a knowledgeable trustee to ensure proper administration and compliance.”

Dedicated to preserving dignity and independence for every beneficiary.

Supporting Independent Living

At Dalton Fiduciary Services, we work collaboratively with real estate professionals, engineers, care providers, and disability advocates to help beneficiaries live safely and comfortably in their homes whenever possible.

Modest Modifications

Installing wheelchair ramps or accessibility improvements to enhance daily mobility and safety.

Extensive Renovations

Installing elevators, widening doorways, or modifying kitchens and bathrooms for full accessibility.

Benefit Compliance

Ensuring all modifications are handled within trust guidelines to protect eligibility for public benefits.

Have Questions?

Please feel free to contact us at any time. We are here to provide guidance, answer your questions, and help you navigate each step with professionalism and care.