Special Needs & Supplemental Needs Planning

Planning for lifelong care and stability

Protecting vital benefits while ensuring lifelong support for the ones you love

Families who care for a loved one with a disability face unique planning challenges—especially when that loved one receives or may one day receive government benefits. A well-crafted special needs plan protects eligibility for programs like SSI and Medicaid while ensuring long-term financial stability and compassionate care.

At Wendler Law Group, we help seniors and their families plan for dependents who require ongoing support. For many clients, this involves setting up trusts that hold and manage assets without putting essential public benefits at risk. Whether you are planning for an adult child with disabilities, a spouse with long-term care needs, or a dependent who will require support after you are gone, our team provides clear guidance and customized solutions.

Our focus is on protecting your loved one’s dignity, preserving critical benefits, and giving your family peace of mind through thoughtful, responsible planning.

Why it matters:

Without proper planning, assets meant to help a loved one can unintentionally disqualify them from critical benefits. This often results in unnecessary financial burden on the family and disruptions in medical and care services. A thoughtful strategy ensures that care continues, independence is supported, and the beneficiary’s dignity is always respected.

Contact the firm at (409) 923-9529 today to speak to our team of attorneys.

Our Special Needs Planning Services Include

Third-Party Special Needs Trusts

Trusts funded by parents or family members to provide lifelong support for a disabled loved one while preserving Medicaid and SSI eligibility.

First-Party (Self-Settled) Special Needs Trusts

Trusts funded with the beneficiary’s own assets—often necessary when a disabled adult receives an inheritance, settlement, or back-pay benefits.

Pooled Trusts

Trust arrangements managed by nonprofit organizations, offering an alternative when private trust administration is not practical.

Supplemental Needs Trusts

Trusts designed to pay for quality-of-life expenses not covered by government programs, enhancing comfort, independence, and personal well-being.

Coordination With Medicaid & Long-Term Care Planning

Ensuring that special needs planning integrates smoothly with elder law strategies, including Medicaid eligibility and asset protection.

Guidance for Successor Trustees & Family Members

Clear instructions and support for those who will manage the trust after the senior or primary caregiver is no longer able to do so.

Review of Existing Special Needs Trusts

Evaluating current trust documents to ensure compliance with Texas and federal requirements and updating them as laws or family needs change.

Why Choose Wendler Law Group?

Supporting a disabled family member requires both compassion and careful legal strategy. We take the time to understand the needs of your loved one, the long-term goals of your family, and the benefits programs involved. Our team ensures that every piece of the plan works together, so your family can feel confident that care, stability, and protection will continue for years to come.

Protect What You Have Built. Call Us at (409) 923-9529

Protect Your Loved One’s Future Today.

Our team is ready to guide you with clarity and care.

GET STARTED TODAY