New York Special Needs Trusts Lawyer - Christine Matus

From Matus Law Group – New York Special Needs Trusts Lawyer explores how families in New York can secure long-term care and stability for loved ones with disabilities through the strategic use of special needs trusts. This episode breaks down the distinctions between third-party and self-settled trusts, while highlighting the importance of adhering to state and federal regulations, including Medicaid eligibility rules and Social Security Income (SSI) guidelines.

Listeners will learn how supplemental needs trusts—now often referred to simply as special needs trusts—can preserve access to benefits while funding vital services like housing, education, and therapy. Attorney Kristine Carranceja-Gurski shares insights from over two decades of experience helping New York families navigate the complexities of trust planning. Topics include trustee responsibilities, shelter payment impacts, and changes in SSI treatment of food expenses beginning September 30, 2024.

We’ll also unpack legal provisions such as EPTL 7-1.12, Medicaid payback clauses, and pooled trust requirements under 42 U.S.C. §1396p(d)(4)(C). Whether you're planning for a personal injury settlement, life insurance proceeds, or inheritance, this episode provides practical guidance on using trusts to safeguard your loved one’s future without jeopardizing essential benefits.

Tune in to hear how Matus Law Group supports families in designing compliant, effective trusts, and why personalized estate planning in New York is so essential for those with long-term care needs. Discover how thoughtful planning today can make all the difference for your loved one’s quality of life tomorrow.

Matus Law Group

222 Broadway FL 22, New York, NY 10038, United States

(929) 412-1808

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