Can a Special Needs Trust Pay for Legal Fees?

  • July 30th, 2024
Q
I am a disabled adult and the beneficiary of a special needs trust (my uncle is the current trustee). I'm having some issues with my landlord, and would like to know if the special needs trust can pay for legal fees in the event I want to hire a lawyer (a lawyer specifically to help with current landlord/tenant issues). 
A

Almost certainly, yes. While we can’t say for certain without seeing the terms of the trust, this type of expenditure is almost certainly allowed.

Harry S. Margolis practices elder law, estate, and special needs planning in Boston and Wellesley, Massachusetts. He is the founder of ElderLawAnswers.com and answers consumer questions about estate planning issues here and at AskHarry.info.

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Last Modified: 07/30/2024

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