Supplemental Needs Trusts are designed to protect the assets of a disabled individual. The assets placed in a Supplemental Needs Trust are exempt from Medicaid and other government benefits. There are two different types of SNT: (1) first-party trusts which are funded with assets belonging to the disabled individual like an outright inheritance or a personal injury settlement. (2) third-party trust which is funded with a future inheritance through an estate plan or beneficiary designation.

Our office routinely works with Life Navigators and WisPact to prepare these SNTs.