Utah Special Needs Trust Experts

At Morgan Law, PLLC, we specialize in Utah Special Needs Trusts (SNTs). We understand the profound commitment and sacrifice required to care for a loved one with special needs, and we know that government benefits often fall short of covering all the medical, adaptive, and daily costs. Crucially, we also know that an improper inheritance can cause you or your loved one to lose access to vital benefits like SSI and Medicaid. Our expertise is dedicated to establishing the right SNT, allowing you to use actually use your resources without sacrificing the government aid you’ve worked hard to get. At Morgan Law, we prioritize the person over the paperwork. We are here to help you create a plan that is both legally sound and truly compassionate.

Utah Special Needs Trust Experts

At Morgan Law, PLLC, we specialize in Utah Special Needs Trusts (SNTs). We understand the profound commitment and sacrifice required to care for a loved one with special needs, and we know that government benefits often fall short of covering all the medical, adaptive, and daily costs. Crucially, we also know that an improper inheritance can cause you or your loved one to lose access to vital benefits like SSI and Medicaid. Our expertise is dedicated to establishing the right SNT, allowing you to use actually use your resources without sacrificing the government aid you’ve worked hard to get. At Morgan Law, we prioritize the person over the paperwork. We are here to help you create a plan that is both legally sound and truly compassionate.

Special Needs Trust Services

I would like to learn about Special Needs Trusts for:

Loved Ones

Myself

Medicaid & Nursing Home Trusts

My Clients/Patients

Related Services

ABLE Account

Guardianship

Living Trusts

Morgan Law Helps With The Complexity

Understanding the different kinds of trusts and navigating the conflicting advice from various professionals can be incredibly frustrating. Terms like “First-Party Special Needs Trusts,” “Third-Party SNTs,” “ABLE Accounts,” and an unending lists of agencies, programs and acronyms only add to the confusion.

At Morgan Law, PLLC, we get it. We recognize the true intricacies—and sometimes, the insanity—of this planning process. Our commitment is to simplify the complex world of Special Needs Trusts. We provide clear explanations and expert guidance, ensuring you can navigate these rules with confidence and clarity. Our mission is to demystify the legal jargon, empowering you with the knowledge needed to make truly informed decisions for you and your loved ones.

Guardianships & Conservatorships

Alongside special needs trusts we are often called to help families navigate the Utah guardianship process. At Morgan Law, PLLC we can help navigate the decision-making and court processes that go into guardianships. Like Trusts, guardianship is also not a one size fits all process. It’s a process that is best taken under careful consideration and with the understanding of the drawbacks and advantages different types of guardianship and conservatorships offer.

Videos

Tailored Legal Solutions for Every Stage of Life

Trusts For Loved Ones

Special Needs
Trusts

Nursing Home Trusts

Resources For Professionals

Guardianship

Reviews

Peace Of Mind

Getting my trust completed so my daughter doesn’t have a ton of red tape to deal with has always been on my mind. You never know when you’re time is going to be to leave this world. I just feel so much better. My trust is in place, and doing so didn’t break the bank and was very streamlined and way easier than I thought it would be. Chris is great and knows his stuff. Highly recommended!

– Gloria M.

Chris Is Amazing

Chris has been amazing to work with. He’s taken great care to make sure our wishes are made clear in our estate plan and trusts. He’s also very reasonably priced.

– Joe S.

Highly Recommend

Enjoyed working with Chris! Love his humor. What I enjoyed most is that he presented us with all the options, gave the pros and cons and allowed us to choose. We never felt pressured to do one thing or another. He communicated well and he’s easy to work with. I’d recommend him to EVERYONE.

– Jeremiah B.

Professional

Chris did an excellent job for us. He was professional, courteous, knowledgeable and had a great sense of humor! He made the whole process easy and stress free. Reasonable too! Highly recommend!

– Linda H.

Exceeded Expectations

Morgan Law exceeded our expectations. All of our concerns, mixed with his expertise were resolved in a quick efficient organized manner. Anyone looking for estate planning, I would highly recommend Morgan Law! In fact we have already sent other family members to him! It’s so good to know our assets are protected by a law firm we can trust! Thanks again Morgan Law! Truly grateful!

– Chris W.

Convenient & Easy

Chris did a great job helping my wife and I create our trust. He answered our questions, met at a convenient time for us, and was really great with our kids. Definitely recommend Chris for anything related to wills/trusts.

– Jarom B.

Incredibly Knowledgeable

Chris was incredibly knowledgeable and helpful in setting up our living trust. I didn’t know much going into this, but felt much more comfortable and educated by the time we were finished. He helped explain things in a way we understood and the whole process was very smooth and easy. He was also very flexible with scheduling. I would definitely recommend using Morgan Law for your estate planning!

– Megan C.

Very Insightful

When I have done good things in the past I was told I was weird! If that’s what it takes to be weird I hope to always surround myself with weird people. Chris Morgan is by far the weirdest!! From the first call he was extremely insightful, and went above and beyond with his time. Grateful and plan on giving my business and telling my loved ones about Chris.

– Wendy J.

Very Pleased

Great people, very kind. The same day we went here we told several relatives to go here. I’d gladly repeat the hour and a half drive up to their Santaquin office. Chris helped us and we were very pleased.

– Chad W.

Great Advice

I am so appreciative of the time that Chris took to explain what actions I needed to immediately take in order to protect my 90 year old father from being financially exploited!
Chris was very knowledgeable in the law and gave me good, solid and sound advice!
I would highly recommend Chris to anyone!

– Melanie C.

Will Return Again

We came to Chris Morgan to review an old Trust and Will, thinking I needed to change and update them. Chris reviewed the agreements with me and advised that a new will was not needed, and that I could easily update my financial arrangements. He even provided a document for putting my house into the trust at no charge. He was competent, helpful and saved us from unnecessary changes and expense. We will return to him for any further legal issues that may arise for us.

– Neil R.

Why choose Morgan Law for your Utah Special Needs Trust

Specialization In Special Needs Planning

Morgan Law, PLLC is dedicated to and specializes in special needs planning. Our personal experiences with disability in our own families inform our understanding of the unique challenges and legal intricacies associated with Utah special needs trusts.

Tailored Special Needs Trust Plans

Recognizing the individuality of each client, we conduct a thorough assessment of their needs, considering factors such as healthcare, housing, education, and overall quality of life before crafting a Utah Special Needs Trust. This personalized approach ensures the trust aligns with the specific requirements of each client.

Collaboration with Caregivers and Professionals

We champion effective communication and collaboration with caregivers, healthcare professionals, financial advisors, benefit coordinators and support networks to be effective team players. We understand that we are one part of a much larger group of professionals. This collaborative approach ensures that the special needs trust aligns seamlessly with the individual’s overall care plan.

Integration with Your Estate Plan

While our passion lies in Utah Special Needs Trusts, we also specialize in general estate planning, seamlessly integrating your Utah Special Needs Trust into a broader estate planning objectives.

Ongoing Guidance

Our commitment extends beyond the setup, providing ongoing guidance for trust administration to ensure continued alignment with the evolving needs of the individual. We offer no-cost document reviews, encouraging regular check-ins to ensure the Utah Special Needs Trust remains tailored to our clients’ needs.

In Utah For Utah Residents

We possess a comprehensive understanding of the state’s laws and regulations related to special needs trusts. Knowing the rules and the individuals responsible for enforcing them ensures we can navigate the legal landscape effectively.

Maximizing Government Benefits

Morgan Law, PLLC employs strategies to help clients preserve eligibility for crucial government benefits like Supplemental Security Income (SSI) and Medicaid, ensuring maximum support.

Holistic Planning

Recognizing the importance of integration, we incorporate the special needs trust into a broader financial plan to provide comprehensive support for the individual with special needs. At Morgan Law, PLLC, we have done the legwork on available benefits. Our Utah Special Needs Trusts are designed to take advantage of new programs that can benefit our clients now and in the future.

Guardianship

Beyond special needs trusts, we assist in establishing guardianships and conservatorships for adults requiring extra legal support, navigating the process efficiently and sensitively.

Convenience

At Morgan Law, we never charge to chat. We offer in home or office visits. Our goal is always to empower our clients, not to pitch them things they don’t need. Please feel free to reach out, we are here to help.