Partnering with You to Protect Your Client's Future
How We Support Your Practice
We provide the specialized expertise needed to navigate the “benefits cliff,” allowing you to focus on your core casework or litigation.
Benefit Preservation
We analyze the impact of incoming funds on means-tested programs and implement solutions to maintain eligibility.
Special Needs Trusts (SNTs)
From First-Party “d4A” trusts to Third-Party legacy planning, we draft robust instruments tailored to the client’s long-term needs.
ABLE Account Integration
For smaller settlements, we help clients utilize 529A accounts as an inexpensive, flexible alternative to formal trusts.
Court-Ordered Protection
We assist in establishing guardianships or conservatorships to ensure legal settlements are approved and funds are managed responsibly.
Morgan Law Difference: A No Cost Resource
We believe that every client deserves protection, regardless of the settlement size. This is why we’ve built our firm on a consultation-first model:
Zero Cost Advice
We do not charge your clients for initial advice or benefit analysis.
Collaborative Approach
We work alongside you to ensure all court orders and settlement agreements are “benefits-friendly.”
A Burden Free Referral
We treat your referral as a sacred trust. Our goal is to enhance your client’s experience and reflect positively on your professional recommendation. This means that we won’t be trying to sell your clients services they don’t actually need.
Special Needs Trust (SNT)
ABLE Account (529A)
Asset Limit >
No Upper Limit
$100,000 (for SSI)/Higher for Medicaid
Setup Cost >
Moderate (Legal fees apply)
Very Low
Control >
Managed by a Trustee
Can be self-directed
Best For >
Large settlements & long-term care
Smaller sums & immediate needs
Why Choose Us?
Specialization In Special Needs Planning
Morgan Law, PLLC is dedicated to and specializes in special needs planning. Our personal experiences with disability in our own families inform our understanding of the unique challenges and legal intricacies associated with Utah special needs trusts.
Tailored Special Needs Trust Plans
Recognizing the individuality of each client, we conduct a thorough assessment of their needs, considering factors such as healthcare, housing, education, and overall quality of life before crafting a Utah Special Needs Trust. This personalized approach ensures the trust aligns with the specific requirements of each client.
Collaboration with Caregivers and Professionals
We champion effective communication and collaboration with caregivers, healthcare professionals, financial advisors, benefit coordinators and support networks to be effective team players. We understand that we are one part of a much larger group of professionals. This collaborative approach ensures that the special needs trust aligns seamlessly with the individual’s overall care plan.
Integration with Your Estate Plan
While our passion lies in Utah Special Needs Trusts, we also specialize in general estate planning, seamlessly integrating your Utah Special Needs Trust into a broader estate planning objectives.
Ongoing Guidance
Our commitment extends beyond the setup, providing ongoing guidance for trust administration to ensure continued alignment with the evolving needs of the individual. We offer no-cost document reviews, encouraging regular check-ins to ensure the Utah Special Needs Trust remains tailored to our clients’ needs.
In Utah For Utah Residents
We possess a comprehensive understanding of the state’s laws and regulations related to special needs trusts. Knowing the rules and the individuals responsible for enforcing them ensures we can navigate the legal landscape effectively.
Maximizing Government Benefits
Morgan Law, PLLC employs strategies to help clients preserve eligibility for crucial government benefits like Supplemental Security Income (SSI) and Medicaid, ensuring maximum support.
Holistic
Planning
Recognizing the importance of integration, we incorporate the special needs trust into a broader financial plan to provide comprehensive support for the individual with special needs. At Morgan Law, PLLC, we have done the legwork on available benefits. Our Utah Special Needs Trusts are designed to take advantage of new programs that can benefit our clients now and in the future.
Guardianship
Beyond special needs trusts, we assist in establishing guardianships and conservatorships for adults requiring extra legal support, navigating the process efficiently and sensitively.
Convenience
At Morgan Law, we never charge to chat. We offer in home or office visits. Our goal is always to empower our clients, not to pitch them things they don’t need. Please feel free to reach out, we are here to help.
In Conclusion
Don’t let a distribution date create a crisis. Let’s collaborate to ensure your client’s funds are protected before the check is cut.
Need to discuss a case? Contact us
