401-307-5556Rhode Island Estate Planning
for Special Needs
Meeting in-person, audio & video conference
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.
Note: I do BOTH first party and third party special needs trusts.
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.
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Would you rather talk with an attorney before scheduling?
Request A Callback
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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
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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