What Is a Discretionary Support Trust, and Is It Better Than a Special Needs Trust for Your New Jersey Family? - Christine Matus

From The Matus Law Group - What Is a Discretionary Support Trust, and Is It Better Than a Special Needs Trust for Your New Jersey Family? explores how discretionary support trusts and special needs trusts can affect long-term planning, SSI, Medicaid, and financial security for loved ones with disabilities in New Jersey.

This episode discusses how trustee discretion works, why trust language matters, and how a discretionary trust differs from a mandatory trust. It also explains why a discretionary support trust is not a fixed legal category in New Jersey, and how the source of funds, distribution terms, and trust administration can influence benefits planning.

Listeners will hear about first-party and third-party special needs trusts, Medicaid payback rules under 42 U.S.C. § 1396p(d)(4)(A), disability standards under 42 U.S.C. § 1382c(a)(3), and New Jersey DMAHS reporting requirements. The episode also highlights considerations for families in Monmouth County, Red Bank, and throughout New Jersey who are deciding whether benefit preservation, trustee flexibility, or a combination of trust structures best fits their goals.

Christine Matus of The Matus Law Group brings insight from decades of work in estate planning, real estate, and special needs planning, along with community involvement through organizations such as the Ocean County Bar Association and MOCEANS, Inc. Families can learn more by contacting The Matus Law Group at (732) 785-4453 or visiting 125 Half Mile Rd #201A, Red Bank, NJ 07701.

The Matus Law Group

125 Half Mile Rd #201A, Red Bank, NJ 07701, United States

(732) 785-4453

https://www.google.com/maps?cid=3241702663730814860