Provide for loved ones without affecting government benefits
Direct gifts can disqualify means-tested programs overnight.
A compliant trust supplements quality of life while preserving essentials from SSI/Medicaid-style rules.
Professional trustees reduce the risk of accidental disqualifying distributions.
Parents of children with disabilities
Families with members on SSI or Medicaid
Guardians of people with long-term care needs
Anyone leaving inheritance without breaking benefits
Siblings planning for disabled relatives
Proper third-party structures keep principal from counting the wrong way against program tests.
Pay for therapy, travel, classes, and comforts public benefits skip.
Successor trustees keep the plan running after parents are gone.
Grandma's $100k bequest would have knocked Michael off Medicaid. Routing it into a special needs trust kept programs for basics while the trust paid for trips, equipment, and joy.
Rule-based trusts for protection, privacy, and legacy. Built for modern life.
Product
Overrule does not provide legal, tax, or financial advice. Trust services involve complex legal and financial considerations. Availability varies by jurisdiction. Not FDIC insured through Overrule directly — deposits held at partner banks may be FDIC insured up to applicable limits.
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