Special Needs Trusts: Protecting Your Loved One’s Future In San Antonio
Last updated on April 20, 2026
San Antonio estate planning for special needs families is more complex than it is for other families. If you have a child with special needs, even if they are an adult, you need to think about who can support them after you become incapacitated or die.
Planning for a disabled adult child in Texas often involves a Special Needs Trust (SNT). At the Law Office of Jon R. Disrud, our attorney Jon R. Disrud can help you understand different options for providing structured, ongoing support for your child with special needs.
Third-Party Versus First-Party Special Needs Trusts: Which Is Right For Your Family?
To choose the right kind of trust, you must first understand the first-party versus third-party SNT differences. A first-party SNT receives funding from the beneficiary’s assets and is subject to a Medicaid payback clause after the beneficiary dies.
A third-party SNT receives funding from concerned parties and is not subject to payback requirements. If you worry about how to fund a Special Needs Trust in Texas, discussing the matter with attorney Disrud can help you evaluate your options.
Preserving Government Benefits: How An SNT Protects SSI And Medicaid Eligibility
Medicaid and SSI are key for those with special needs. Protecting SSI benefits with a trust helps ensure adequate financial support. The trust owns key assets, helping the beneficiary comply with Texas Medicaid asset limits in 2026, which is $2,000 in countable assets. Monthly distribution limits can also help preserve SSI eligibility.
The Role Of The Trustee: Choosing A Fiduciary To Manage Your Child’s Care
The trustee administering a Supplemental Needs Trust (SNT) in Texas helps protect the beneficiary. Their job is to manage and distribute resources in accordance with trust instructions. You can also draft a letter of intent for your special needs child that provides detailed information about their support needs.
Integrating Special Needs Planning With Your Comprehensive Texas Estate Plan
Your special needs trust attorney in San Antonio can help ensure that the trust you fund dovetails neatly with your other estate planning documents. Careful planning can ensure that your child retains critical benefits and has support from trustworthy people when you are no longer available to provide them with daily care.
Speak With An Experienced Special Needs Trust Lawyer Today
Putting off special needs planning can have devastating consequences for families in San Antonio, Texas. You can take control of the situation by contacting the Law Office of Jon R. Disrud to help you create an SNT. Schedule your free initial consultation by clicking here or calling 210-569-0581.
