This page is a demonstration of how this site will work for a public user. It is not final.

Do you need a special needs trust?

You are here because you need the answer to that question.

Here’s the short answer. You might need a special needs trust if:

  • You receive SSI or Medicaid and have more than $2,000.
  • You expect to receive SSI or Medicaid once your money is spent down to $2,000.
  • Your loved one receives (or expects to receive) SSI or Medicaid and you want to give them something in your estate plan.
  • You or your loved one is in a nursing home and has more than $2,000. You want to set aside money to pay for a private room, clothing, entertainment, and other things that won’t be covered by Medicaid.

Of course, that glosses over the details, and the details matter. So here’s the long answer…

The Special Needs in Wisconsin App

Use the Special Needs in Wisconsin App to learn if a special needs trust is right for your particular situation.

The Special Needs in Wisconsin App will ask you questions to determine if a special needs trust is probably right for you. If it is, it will then show you qualified Wisconsin elder law and special needs attorneys who can assist you. You can choose to have the app send your information and the pre-filled forms the attorney will need to complete your trust quickly and efficiently.

  • This app is free. If you hire an attorney, you will have to pay that attorney’s fee. If you hire the attorney to create a Wispact special needs trust, a Wispact grant program might reimburse some or all of the legal fees.
  • Expect this to take 15-45 minutes.
  • Your information is kept confidential and secure.
  • The app asks for no identifying information—not even your name—until after it recommends a special needs trust.
  • You can stop at any time and pick up where you left off later.

You’ve got nothing to lose. Click the button to see if you should talk to a lawyer about a special needs trust.

Need more information?

No problem. Read on to learn more in general about special needs planning and trusts.

What is a special needs trust?