Planning a gift or inheritance
Discuss third-party trust planning for a gift or inheritance intended to support someone with a disability.
Special needs trust planning in New York & New Jersey
Plan for support. Keep the person at the center.
Plan around the needs and priorities of a loved one with a disability. Discuss who will manage the trust, how it will be funded, and how it can work alongside the benefits they rely on.
Free initial consultation. View fees
Your options
Planning support for your loved one.
Planning with their own funds
An inheritance already received, settlement, or existing savings calls for a different assessment. First-party trust rules and possible repayment obligations need careful review.
You don’t need to choose the trust type yourself. The source of the funds, benefits involved, and individual circumstances guide that decision.
Talk through your situationConsider the person the plan is meant to support.
Support over the long term
Talk through who could manage the funds in the future and how to communicate the beneficiary’s needs and priorities.
Benefits-aware planning
Consider how the trust will be funded and used alongside the beneficiary’s particular benefits. The trust terms and planned payments need to reflect the rules that apply.
Family coordination
Consider how relatives’ wills, gifts, and beneficiary choices fit with the plan before money is directed to the beneficiary.
Our approach
Clear advice.
Thoughtful preparation.
Michael A. Gorodetsky
Attorney & Founder
Understand your options.
We explain your options, recommend an approach, and seek your input on the decisions that shape your plan. Your questions and priorities are part of that conversation.
Candid explanations
Understand what a proposed document does, what it does not do, and why it may belong in your plan.
Your priorities guide the work
Your concerns, family circumstances, assets, and priorities shape our recommendations.
How we move forward.
- 01
Understand the situation
Tell us about your loved one, the source of the funds, and what you want the trust to accomplish. We confirm the work and flat fee before moving forward.
- 02
Design the trust
Review the appropriate trust approach, trustee responsibilities, relevant benefits, and proposed funding arrangements.
- 03
Sign and plan the funding
Review the trust and proposed funding arrangements, clarify the trustee’s responsibilities, and complete the signing.
Fees
What the work costs.
First-party or third-party special needs trust
We discuss the funding source and work needed, then provide a written flat-fee quote before you engage the firm.
Quoted flat fee
Start with a conversation
Your initial conversation about your needs is free. A detailed review of existing documents is a separate consultation: $300 for 30 minutes or $500 for 60 minutes. We agree on that review and its fee before it begins.
Scope confirmed in writing
We agree on a flat fee after discussing your needs. Your written engagement confirms the work included and the fee before work begins. Additional services are discussed separately.
Client reviews
In their own words.
“Mr. Gorodetsky was empathetic about my situation while remaining candid about my options and timeline.”
Read the full review ↗
“He has tremendously helped my family—the real deal! Professional, thorough, and knowledgeable, would definitely recommend him.”
Read the full review ↗
Individual experiences vary; these reviews do not promise a particular result.
Common questions
Before you call.
How do you account for the benefits my loved one receives?
We review the relevant benefits and consider how the trust’s terms, funding, and planned payments fit their rules. Different programs have different requirements, so the planning is tailored to your loved one’s circumstances.
Can parents or grandparents plan a gift or inheritance through a trust?
Yes. We can discuss a gift or inheritance from parents, grandparents, or other relatives and how it fits with the trust. Planning before funds are transferred allows the trust and family members’ estate plans to be coordinated.
What should I bring to the first conversation?
Tell us whom you’re planning for, your goals, and whether the funds belong to that person or someone else. We’ll explain which documents would be useful before a detailed review.
How long will this take?
Timing depends on the work involved, the information needed, and signing arrangements. Let us know about any deadline so we can discuss a realistic timeframe.
Start a conversation
Let’s talk about the person you’re planning for.
Call, message us on WhatsApp, or request a callback to discuss your planning needs. You don’t need to share sensitive details to take the first step.
(347) 263-7196Message on WhatsApp