Protecting Those Who Depend on You
Leaving an inheritance to a loved one with a disability requires incredibly precise legal structuring. If handled incorrectly, a well-meaning gift or personal injury settlement can inadvertently disqualify them from crucial government assistance.
Attorney Vincent Liberti combines deep compassion for families with the high-level technical knowledge required to navigate these strict federal and state regulations. We ensure your loved ones are financially secure without jeopardizing their access to Medicaid, Supplemental Security Income (SSI), or subsidized housing.
Special Needs Trusts (SNT)
Also known as Supplemental Needs Trusts. We draft specialized third-party trusts that allow you to leave funds for a beneficiary's quality of life (education, travel, specialized care) while keeping those assets strictly outside of their countable resources for government benefit eligibility.
Litigation Settlement Trusts
If a disabled individual receives a large payout from a personal injury or medical malpractice lawsuit, an immediate influx of cash can strip them of their benefits. We establish first-party settlement trusts to shelter these funds legally and efficiently.
Trust Disputes & Fiduciary Litigation
Even the most meticulously drafted estate plans can be subjected to family disputes, allegations of mismanagement, or contested validity. When millions of dollars and family legacies are on the line, the emotional and financial stakes are incredibly high.
With over 30 years of experience, Attorney Liberti provides formidable representation in the probate courts to resolve complex, high-net-worth estate conflicts.
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Fiduciary Representation We defend trustees, executors, and administrators against claims of breach of fiduciary duty, improper accounting, or asset mismanagement, ensuring they are protected while carrying out the grantor's instructions.
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Beneficiary Rights We represent beneficiaries who suspect a trustee is withholding distributions, acting in their own self-interest, or failing to provide transparent financial accounting of the trust's assets.
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Contested Instruments Litigating the validity of wills and trusts based on lack of testamentary capacity, undue influence, fraud, or improper execution.
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Secure Your Interests
Whether you are setting up a specialized trust or facing a complex legal dispute, schedule a consultation to protect what matters most.