Alex J. Montoya is an Associate Attorney at Abrahams Kaslow & Cassman LLP. As a member of the business team, he assists clients with business formation, contracts, trademark filing, and estate planning.

Alex received his JD from the University of Nebraska – Lincoln College of Law after receiving his bachelor's degree in business administration and health services administration from the University of South Dakota.

While in law school, Alex received the CALI Excellence for the Future Award for Insurance Law and Corporate Finance.  He also served as a Student Attorney for the Weibling Entrepreneurship Clinic and was a Marvin and Virginia Schmid Law Library Research Fellow.

He is admitted to practice in Nebraska.

Firm Description

Assisting Parents To Best Provide for a Child With Special Needs

Our firm understands the challenges and financial issues associated with caring for a family member with physical or mental challenges. That is why Abrahams Kaslow & Cassman LLP has developed a solid understanding of Special Needs Trusts (also called Supplemental Needs Trusts) to assist families in planning how to provide for a lifetime of legal, financial, medical and educational needs.

Our Experience Allows You To Replace Worry With Reassurance

Our experienced attorneys understand how to navigate the complex issues of government benefits and the importance of creating the right plan to accommodate your child’s or other beneficiary’s needs. 

The focus of estate planning often must be different when a family member has a special need. Federal law specifies that ownership of certain assets exceeding several thousand dollars in value disqualifies special needs individuals from receiving many government benefits. Therefore, inheritance is generally considered a “countable” asset and may cause your loved one to lose government benefits such as Supplemental Security Income or Medicaid.

Supplemental Special Needs Trusts (SSNT)

A Supplemental Special Needs Trust can be established to hold resources provided to your child through gifts or bequests from family members or friends. The SSNT offers a reliable way of safeguarding eligibility for government benefits, while at the same time allowing for additional benefits not provided by the government.

The main benefit of an SSNT is the ability to use trust assets to give individuals with special needs “non-necessity” items that would not be available through government benefits. The trust allows funds to be used to make the beneficiary’s life better by providing benefits other than the bare necessities of life. These may include activities such as vacations, sporting event tickets, and items that make the beneficiary’s life easier, such as a ramp or chair lift and transportation to various events or cultural institutions.

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