Jill M. Santiago Law Offices

Estate Planning Attorney in Rhode Island & Massachusetts

401-307-5556
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Special Needs Trusts | Estate Planning For Special Needs | Warwick, Rhode Island

Rhode Island Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL NOW

401-307-5556

Rhode Island Estate Planning

for Special Needs

Meeting in-person, audio & video conference
15+ years experience

 

CALL NOW

401-307-5556

Advising You Step By Step

Advising You Step By Step

What Is A Special Needs Trust?

A special needs trust is a planning technique used when a will alone is not enough. A will is great at distributing property after you pass away. However, if you have a disabled beneficiary, or you are trying to protect assets from long term care expenses, a will is not enough. Instead, you should consider a special needs trust to protect your assets.  If you fall into either of these two categories, a special needs trust can benefit you because:

  • You can keep assets in a special needs trust while still taking advantage of government programs that support the special needs person
  • You can leave money to a special needs person without cutting off the government support they are receiving
  • You can preserve assets when needing long term care, so that you can pass that money on to your kids instead of paying everything to the nursing home, or to the government

If you don’t have a special needs trust, you could likely end up paying most, if not all, of your money to the government or to a nursing home.

What Documents Can We Prepare?

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will (also called an Advanced Directive)

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Pet & Gun (NFA) Trusts

Life Estate Deeds

Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death.  A beneficiaries deed is paired with your living will.  This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.

Jill M. Santiago

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Jill Santiago. I’ve lived in the Greater Warwick Metro for 25 years, and I practice law in Rhode Island and Massachusetts.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

Jill M. Santiago

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Jill Santiago. I’ve lived in the Greater Warwick Metro my whole life, and I’ve been a practicing attorney with 25+ years experience.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

What Clients Are Saying…

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Questions Your Attorney Will Ask You…

Questions Your Attorney Will Ask You…

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅  A recent bank statement

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅  A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅  A recent bank statement

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅  A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

Book Now

In-Person, Audio or Video Conference

Would you rather talk with an attorney before scheduling?

Meet in-person at our headquarter offices

📍 873 Warwick Ave. Suite 2B, Warwick , RI 02888

Satellite Offices

📍 Wakefield Professional Building
238 Robinson St, Wakefield, RI 02879

Please consult an attorney for advice about your individual situation. This site and its information is not legal advice, nor is it intended to be. Feel free to get in touch by electronic mail, letters or phone calls. Contacting us does not create an attorney-client relationship. Until an attorney-client relationship is established, please withhold from sending any confidential information to us.

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