Pennsylvania Trust

Special Needs Trust and Guardianship Services

The Special Needs Trusts Team members.

Pennsylvania Trust is highly regarded for its expertise in helping families address special needs situations, including physical, cognitive, and psychological challenges.

We work with our clients and their advisors to design practical and thoughtful solutions for complex and challenging situations, and we provide local, comprehensive services before, during, and after resolution of litigation.

Proper special needs trust and guardianship planning and administration minimizes burdens in sensitive situations—especially situations that require sophistication and attention to detail.

Our team has the temperament, skill set, and compassion to support beneficiaries, their families, and caretakers under the most stressful conditions.

Learn why a special needs trust needs a special trustee

Case History

Challenge

Many families are forced to wait for years during the lifecycle of a lawsuit before a settlement or verdict results in a recovery or award. One of our clients had incurred staggering debt over a five-year period while their personal injury lawsuit was tried and appealed—losing the family home and being forced to rely on a repair-prone vehicle in the process. The lawsuit ultimately resulted in a significant recovery for the family’s brain-damaged child, and they turned to us to help avoid further delays and get back on their feet.

Solution

Tapping into Pennsylvania Trust’s broad network of attorneys who are experienced in quickly designing, and—if necessary—securing court approval of the parameters of similar recoveries, we were able to identify a trust counsel who was efficient and had a good reputation in the county where the lawsuit was filed. Working together, we set about the task of swiftly managing the process of securing court approval of a Special Needs Trust for the benefit of the child.

Result

The court, understanding the severity of the circumstances, quickly approved the trust to provide for the child’s needs (including reliable, handicap-accessible transportation), and Pennsylvania Trust was also able to obtain authorization for the purchase of a new family home—giving the family the extraordinary peace of mind that comes with knowing its housing and transportation issues were resolved.


Contact Our Special Needs Team