How Do I Provide for a Loved One With Disabilities Without Jeopardizing Benefits?
If your loved one receives needs-based benefits like Medicaid or SSI, giving them money directly—through a will, trust, or life insurance—can unintentionally disqualify them. A Special Needs Trust or WISPACT Trust allows you to set aside assets without impacting eligibility for vital programs. At Eglash Law Office, we help Wisconsin families use these tools to protect benefits, preserve financial security, and ensure a loved one’s long-term care and support.
Why Choose Eglash Law Office?
Trusted Special Needs Planning Experience
Decades of helping Wisconsin families create tailored trusts for every situation.
Deep Knowledge of WISPACT & Supplemental Needs Trusts
We handle both pooled and individual trusts—so your plan fits your loved one’s needs.
Compassionate, Client-Centered Approach
We answer every question and make a complex process feel manageable.
What We Handle
WISPACT Trusts
Wisconsin’s pooled trust program—ideal for smaller inheritances, injury settlements, or direct gifts.
First-Party & Third-Party Special Needs Trusts
Protect eligibility for Medicaid/SSI, provide extra care, and give peace of mind.
Planning for All Ages
Solutions for children, adults, or aging parents caring for disabled loved ones.
Our Special Needs Planning Process
Consultation & Family Needs Review
We listen to your family’s goals and review benefits.
Trust Selection & Drafting
Recommend and set up the right trust for your situation—WISPACT or custom.
Ongoing Guidance
Support for annual reviews, funding changes, and benefit updates.
The steps outlined above reflect our general approach. Because every client’s situation is unique, the exact process may vary based on individual goals, circumstances, and planning needs.
Who Needs Special Needs Planning?
Parents of Children With Disabilities
Adults Caring for Disabled Family Members
Anyone Wanting to Leave an Inheritance to a Person on Benefits
Special Needs Planning FAQs for La Crosse Families
What is a WISPACT trust?
A pooled trust managed by WISPACT Inc., designed to protect public benefit eligibility while enhancing quality of life.
Who can set up a special needs trust?
Parents, grandparents, the beneficiary, or even a court can establish these trusts.
Will a special needs trust affect Medicaid or SSI?
No—the trust is structured to protect benefits while providing extra resources.
What can trust funds be used for?
Quality-of-life expenses, not covered by benefits—education, recreation, therapies, and more.
Can I fund a trust with a settlement or inheritance?
Yes—WISPACT and individual trusts both support these funding sources.