Special Needs Trust Attorney in Long Island

Building Security and Peace of Mind for Your Family’s Future

When planning for a loved one with special needs, every decision carries both practical and emotional weight. At Adler Law, we understand that you want more than legal documents—you want lasting reassurance that your family member will be cared for and protected, no matter what the future brings. If you are looking for a special needs trust attorney in Long Island, you have found a team who puts your priorities first from our very first conversation.

The uncertainty around government benefits, asset protection, and local legal requirements can feel overwhelming. Many families in Long Island come to us after feeling lost in confusing legal information or not knowing whom to trust with such a sensitive matter. Clients often refer to our firm as “feels like family” because we offer not just legal guidance, but an environment where your concerns are heard, respected, and addressed by an experienced attorney at every step.

Our attorneys bring more than 50 years of combined experience, advanced credentials such as the Accredited Estate Planner® (AEP®) designation, and a commitment to direct, personalized service. From Nassau County Surrogate’s Court to Suffolk County’s benefit agencies, we know what it takes to build a special needs trust that stands up for your loved one and delivers real peace of mind for your family in Long Island.

Don’t wait to address your legal needs—connect with a skilled special needs trust lawyer in Long Island. Call (516) 740-1184 or get in touch with us to book your consultation.

Why Families Choose Adler Law for Special Needs Trusts

For parents, siblings, and relatives searching for individualized support in Long Island, Adler Law offers a truly different approach. We remain intentionally small and focused so every client works directly with an attorney. Your matter will not be handed over to staff or treated as just another file. Our practice is built on forming lasting relationships and ensuring your family’s needs remain at the forefront of every discussion and decision.

Direct Attorney Involvement

Our founding attorney, Steven M. Adler, Esq., brings over 30 years of experience serving families in estate matters and holds the Accredited Estate Planner® (AEP®) credential. This respected mark of advanced training and ethical conduct sets our team apart from many other firms. Our legal depth means you can count on both technical knowledge and a real-world understanding of how New York laws and benefits affect special needs planning in Long Island.

Compassionate Guidance & Client Relationships

Clients describe our team as compassionate, prompt, and clear in our communication. Many families arrive worried about making mistakes, but leave feeling relieved, confident, and guided. We believe our reputation comes not just from the quality of our legal work, but from the belief that every family deserves to be treated with dignity, empathy, and real care at every stage.

How a Special Needs Trust Protects Loved Ones in Long Island

One of the greatest challenges facing families of people with disabilities is preserving eligibility for critical benefits such as Supplemental Security Income (SSI) and Medicaid. A special needs trust is designed to hold assets for the benefit of a disabled individual while shielding those resources so they do not interfere with income or asset limits set by New York State or federal agencies. Without this planning, a well-intentioned inheritance or gift can unintentionally lead to the loss of essential services.

Why Local Details Matter

In Long Island, every detail matters. Both Nassau and Suffolk counties rely on the application of New York State’s trust and public benefits laws. Local agencies may review trust documents for compliance. Our attorneys understand how local courts and benefit agencies evaluate special needs trusts. We make sure your trust complies with local rules and directly addresses your family’s long-term needs.

The right special needs trust offers these protections:

• Maintain benefits eligibility: Trust assets are not counted toward resource limits, preserving SSI and Medicaid access.
• Enhance quality of life: Trust funds can help pay for education, recreation, health needs, therapies, and personal items that government benefits do not cover.
• Reduce risks of future disputes: A legally sound trust can help prevent family disagreements and legal challenges.
• Adapt to future changes: Well-drafted trusts can address both predictable needs and unexpected developments.

We guide families through these concerns step by step, relating abstract legal strategy to your real-world priorities in Long Island. Our experience with Nassau and Suffolk Surrogate’s Courts ensures your plan addresses both state and local factors that impact your loved one.

Our Personalized Process for Setting Up a Special Needs Trust

When you work with Adler Law, you gain a partner who walks with you throughout the process. You always work directly with an attorney—not with assistants or paralegals. This ensures that every question receives a knowledgeable, caring answer and that no detail slips through the cracks.

Step-By-Step Support Throughout the Trust Process

Our typical steps for families in Long Island include:

• Initial conversation: We listen to your story, clarify your goals, and explain state and county requirements.
• Collecting information: Our team helps you gather financial, medical, and benefit records for accurate compliance.
• Drafting the trust: We craft clear, customized documents and review them with you, answering all your questions.
• Finalizing & funding: After your approval, we assist with proper execution, and if needed, guide you through local court submissions or agency notifications.
• Ongoing support: As your family’s needs change, we are available to update documents and help with trust administration or interactions with Long Island institutions.

Clients value our reputation for clear, prompt, and accurate work. We strive to make the process less stressful and to keep you informed and supported every step of the way.

Advantages of Working With a Boutique Long Island Law Firm

Choosing Adler Law means gaining a relationship-focused team that values personal connection over high-volume transactions. Unlike large firms that delegate work to junior staff, our boutique size ensures you develop a meaningful relationship with an experienced attorney from the start.

A Unique, Integrated Approach for Families

Our attorneys offer more than 50 years of combined experience and advanced estate planning credentials. With added experience in real estate and insurance, we can create integrated estate plans that address all your needs in a single place. This is especially valuable when special needs planning involves property or business assets in Long Island, as we help streamline everything so your loved one’s interests remain the focus.

Clients often tell us that peace of mind comes not just from the documents we prepare but from working with a team who genuinely cares. Our lasting client relationships mean you always know where to turn as your family’s needs change.

Secure legal assistance quickly by connecting with a special needs trust attorney in Long Island. Fill out our online form to move forward.