SERVICES
Specialized Trusts for Asset Protection and Family Needs
A revocable living trust handles most families’ needs. Some goals call for a trust built for a specific purpose: protecting savings from long-term care costs, providing for a loved one with a disability, or moving assets out of your taxable estate.
Trusts We Prepare
| Trust | Best for |
|---|---|
| Medicaid Asset Protection Trust | Planning ahead to protect assets from nursing home and long-term care costs. |
| Special Needs Trust | Providing for a loved one with a disability without risking SSI or Medicaid. |
| Irrevocable Trust | Asset protection, estate tax planning and long-term control over how assets pass. |
Why the Details Matter
Specialized trusts are governed by tax law and government benefit rules as well as Missouri trust law. A drafting mistake can cost a family its benefits or its tax savings. David Koonce’s background as both an attorney and a CPA helps the trust fit your full financial picture.
Not sure which trust fits? Call Legal Hero at 314-816-3081 to talk through your goals.