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Need to Set Up a Special Needs Trust?

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Kantrowitz, Goldhamer, Graifman, Perlmutter & Carballo, P.C.

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Written/Reviewed By:

Barry S. Kantrowitz, Esq.

Last Updated: Apr 28, 2026

Read Time: 3 mins

Estate Attorneys for Supplemental and Special Needs Trusts

At Kantrowitz, Goldhamer, Graifman, Perlmutter & Carballo, P.C., we provide experienced representation for all estate planning needs. Our skilled trust and estate lawyers can determine if a supplemental needs trust would make sense in your family’s situation.

We will work closely with you to create the best type of trust for you, your family and your circumstances. After a thorough review of your finances, our lawyers will advise you on how to structure the trust you need.

Why Would I Need a Supplemental or Special Needs Trust?

If you are the primary guardian caring for a minor child or an adult with physical or mental disabilities, drafting a supplemental needs trust, also called a special needs trust, can ease worries about the future and long-term care. This type of trust allows for certain types of protections under the law. You can specify when a supplemental needs trust will receive the funds for the beneficiary, and administer it in a way that does not disqualify the person from public benefits and support.

Can a Special Needs Trust Maintain Your Relative’s Medicaid Eligibility?

A properly drafted supplemental needs trust ensures the financial future of children with disabilities without jeopardizing their eligibility for Medicaid or Supplemental Security Income (SSI) benefits. Subject to certain restrictions, funds from a supplemental needs trust can improve the beneficiary’s quality of life by purchasing additional goods and services that Medicaid and SSI do not provide. These goods and services may include necessary items for your loved one, as well as additional living expenses.

In New York, any unconsumed assets left when the trust is no longer needed may pass to a designated person. In New Jersey, the state is reimbursed for support received, and then any left-over funds may go to a designated person.

Looking for an Estate Attorney for a Special Needs Trust?

Supplemental needs trusts, or special needs trusts, are a particular type of trust to protect individuals with disabilities. If you need to provide liquidity for taxes while avoiding an increase in estate tax, a life insurance trust may be appropriate. Medicaid trusts are designed to shelter assets to maintain Medicaid eligibility. Avoid probate delays with revocable living trusts. Speak to an attorney at KGG today to discover which type of trust would be the best for you.

Let Us Help You Provide a Bright Future for Your Family

To arrange a consultation with our Bergen County, NJ or Rockland County, NY special needs trust attorneys, please call (866) 971-0927 or contact us online. Messages left after business hours are returned promptly. We look forward to working with you and your family to prepare for the future.

Why Trust Us?

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150+ Reviews

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50+ Years of Service

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Full-Service Law Firm

Client Reviews

    
 
 
      Posted on Google  
   LWelsh 
 29 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Clever and efficient.
  
 
     Posted on Google  
   Kenny Perlow 
 50 days ago
 
 
 Trustindex verifies that the original source of the review is Google. KGG Law, and Barry Kantrowitz in particular, set the bar high for what a thorough, practical, strategic, compassionate and smart lawyer can be. Everything about Barry's advice and representation was exemplary and the stress mitigation that resulted was invaluable. On top of that, the ultimate result Barry achieved was beyond what was reasonable to expect and we are forever grateful. Often, people say that you hire a lawyer to prevent a problem. Sometimes, unfortunately, you need an attorney to solve a problem and I could not recommend Barry and his firm any more highly in that regard.
  
 
     Posted on Google  
   Aliza Ali 
 114 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My dad had a great experience with this law firm. From the very beginning, the team was professional, knowledgeable, and always willing to answer our questions. They kept us informed throughout the entire process and made what could have been a very stressful situation much easier to handle. We truly appreciated their dedication, honesty, and hard work. Thanks to their support, my dad felt confident every step of the way. We are very grateful for everything they did and would highly recommend this firm to anyone looking for reliable legal representation.
  
 
     Posted on Google  
   Jana Montero 
 117 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I had a wonderful experience working with Sam Smith. He was very responsive, thorough, and easy to work with from start to finish. He walked me through everything clearly and made what started as a very stressful situation for me into something completely manageable. I would not hesitate to recommend him and the firm!
  
 
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   Mike Sakmann 
 123 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I sought legal advice regarding an employment matter and had an excellent experience working with Sam Smith, Esq. at KGG Law. Sam was thorough, attentive, and took the time to listen carefully to my concerns before providing clear, thoughtful guidance. I appreciated the professionalism and care shown throughout the process, and I would confidently recommend KGG Law to anyone in need of legal assistance.
  
 
     Posted on Google  
   Liz Hecker 
 129 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I can't say enough about this firm. They manage to comfort you during the whole legal process while staying professional and doing what is right. I would recommend them to anyone and also hire them again if I need legal help.
  
 
     Posted on Google  
   Brandy Miller 
 152 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Kate is the best. She helped me very quickly, and was very attentive with all of my needs. So thankful for her
  
 
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   Mike Greenspan 
 165 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Kate Carballo is a dedicated, passionate, and creative attorney whom I had the pleasure to lecture with at a state trial lawyer's conference. Kate's lecture demonstrated how she uses her innovative and "out-of-the-box thinking" to achieve outstanding results for her injured clients. That Kate is certified by the Supreme Court of New Jersey as a civil trial attorney is a testament to her skills, experience and commitment to excellence.
  
 
     Posted on Google  
   Jonathan Sampson 
 172 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Was referred to KGG law by a friend and could not have asked for better legal representation. They walked me through every step of the process after my accident and began every call with “ how are you feeling” which was just one example of how much they care about their clients. They handled my case very efficiently, professionally and courteously. My attorney Kate Carballo was a rock star! So clearly experienced, she consistently made me feel at ease with the process. Highly recommend
  
 
     Posted on Google  
   Vinnie Kung 
 175 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We had a great experience with the team at KGG Law. While it was a traumatic time for our family, they made it very easy for us and explained all of our options. They even performed due diligence to make sure that after our settlement, there would be no further issues which I think is even more important than the settlement itself. Thank you!

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