Special Needs Trusts Lawyer

Orleans, MA

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Secure Your Loved One's Future with a Special Needs Trust

Planning for a loved one with special needs requires a compassionate and knowledgeable legal partner. The Law Office of Tracey D. Smith LLC in Orleans, MA, creates customized special needs trusts that safeguard your family member's financial future while maintaining their eligibility for crucial government benefits. Our services include:

  • Special needs trust creation
  • Medicaid and SSI planning
  • Guardian and conservatorship assistance
  • Long-term care strategies
  • Asset protection planning
  • Government benefit eligibility preservation


Ensure your loved one's future is secure.
Contact us today to begin designing a financial plan that addresses their unique needs.


Navigating the Complexities of Special Needs Trusts

Special needs trusts are vital tools for families caring for individuals with disabilities. Here's why you might need one:

  • Keep eligibility for government benefits
  • Enhance quality of life beyond basic needs
  • Shield assets from creditors or legal claims
  • Plan for future care
  • Foster family harmony and reduce stress


A well-designed trust ensures your loved one's care aligns with your wishes, without risking their access to important support programs.


Why Choose The Law Office of Tracey D. Smith

For special needs planning, experience and individual attention are crucial. Families in Orleans, MA, trust us because:

  • Over 17 years of estate planning experience
  • Customized approach for each family's situation
  • New clients welcome with same-day consultations
  • Flexible appointments, including home and virtual options
  • Free initial consultations offered
  • Local, family- and woman-owned since 2023
  • Emergency consultations available


We know the nuances of special needs planning and strive to create solutions that reassure your entire family.


Contact Us

Your loved one's future deserves careful planning. At The Law Office of Tracey D. Smith, we specialize in creating strong special needs trusts that endure. Our caring team will guide you through each step, ensuring your family member's needs are met while protecting their financial future.


Secure the protection your loved one needs now.
Contact us today to book your free initial consultation and start building a more secure future for your family.

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(508) 469-9665
  • What is a Special Needs Trust?

     A Special Needs Trust is a legal arrangement designed to provide for the financial needs of a person with disabilities while preserving their eligibility for government benefits.


  • Who can benefit from a Special Needs Trust?

     Individuals with physical, mental, or developmental disabilities can benefit from a Special Needs Trust. The Law Office of Tracey D. Smith can help determine if this trust is right for your loved one.


  • How does a Special Needs Trust protect government benefits?

    A Special Needs Trust allows funds to be used for supplemental needs without counting as income or assets for means-tested government programs like Medicaid or SSI.

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Don't wait to secure your family's future. We offer quick, convenient estate planning consultations to address your needs today.
Schedule your consultation now
(508) 469-9665

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