Special Needs Trust Lawyers in Salem
Helping Clients Protect Loved Ones with Disabilities in Albany & Keizer
At Johnson & Taylor, our lawyers understand the complex federal and state laws surrounding special needs trusts. Our attorneys help you understand the benefits of special needs trusts and which type will best fit your circumstances.
A Special Needs Trust (SNT) is a financial arrangement that provides support for people with disabilities while preserving their eligibility for government benefits such as Medicare, Medicaid, and SSI. Special needs trusts are usually set up by a parent, guardian, or grandparent and can include multiple assets, such as cash, investments, and real estate.
Thinking of creating a special needs trust in Salem for your loved one? Request a free initial consultation by calling (971) 318-5516. Se habla español.
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“My experience was exceptional. Interacting with Ryan and Mayra was professional, yet very personal. They expertly guided me through the complex process of preparing a Revocable Living Trust and Power of Attorney, and more, ensuring that every detail was meticulously handled. Ryan’s deep knowledge and clear explanations made me feel confident and informed at every step. Mayra’s attention to detail and friendly demeanor made the entire experience smooth and stress-free.”- Deb S.
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“My wife & I, recently completed our Estate Planning to protect our family and everything we have built this far. The attorneys were very professional and walked us through the process of doing the right kind of estate planning that was best for our family. I highly recommend them for your estate planning needs. Also, his assistant Debbie was Amazing. Thank you again!”- Joaquin B.
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“Debbie was respectful and prompt in all of our discussion. Recommend them to anyone needing help with probate.”- Ruben G.
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“Johnson and Taylor have been an incredible help to my wife and mother-in-law as they navigated the process of setting up a Special Needs Trust. Ryan, in particular, has been outstanding—patient, understanding, and always willing to take the time to explain every step clearly. He’s made what could have been a complicated and stressful process feel smooth and manageable. We truly appreciate the care and attention they’ve given our family, and we’re grateful to have had such a dedicated and compassionate legal team on our side.”- Casey W.
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“I had no idea how to handle my father's insolvent estate after his death and I was in distress. The staff at Johnson &Taylor were compassionate to my situation and set up a consultation when no other firm would give me the time of day. It was the best money well spent.”- Leah D.
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“She was knowledgeable, professional, & prompt in her responses...while also being personable & friendly. She made a complicated process easy to navigate. Thx Debbie!”- Kathy L.
Types of Special Needs Trusts in Oregon
There are several types of special needs trusts, each with its own purposes and requirements. In Oregon, the main types of SNTs include:
- First-Party Special Needs Trust – This type of trust is funded with assets that belong to the person with special needs. These assets often include the proceeds from a personal injury settlement or an inheritance. To establish a first-party trust, the disabled person must be younger than 65 when it is created.
- Third-Party Special Needs Trust – This type of trust is funded with assets that belong to someone else, such as a parent or grandparent. Age restrictions do not apply to a beneficiary of a third-party trust.
All special needs trusts must be carefully drafted. Our lawyers know which language to use to avoid violating strict federal and state rules and regulations governing special needs trusts.
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