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How Do Special Needs Trusts Protect SSI And Medicaid Eligibility In Arizona?

Special needs trusts work to protect Supplemental Security Income (SSI) and Medicaid eligibility in Arizona by setting up a legal way for funds to help a person with disabilities without raising countable assets above state limits. Under Arizona law, funds in these trusts do not count toward SSI or Medicaid’s asset limit, so the [...]

Mike DyerSpecial Needs Planning in Arizona|
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Can You Fund A Special Needs Trust With Life Insurance In Arizona?

Most families utilize a life insurance policy to ensure their special loved one is provided for after they’re gone. A trust established in Arizona can own the life insurance or be the beneficiary. This way, the proceeds go directly to the trust. The proceeds then assist with covering care, therapy, and daily needs without [...]

Mike DyerSpecial Needs Planning in Arizona|
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