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Special Needs & Disability Planning

Special needs planning is a compassionate and essential service that addresses the unique financial and legal needs of individuals with disabilities and their families. Our dedicated team specializes in creating tailored solutions to protect government benefits, provide for a loved one's quality of life, and ensure a secure future. With careful consideration and expert guidance, we help families navigate the complexities of special needs planning, allowing individuals with disabilities to thrive and families to find peace of mind.

What we'll cover
  • Consultation and information gathering about your Estate Planning goals.
  • Learn about current living situation and medical and healthcare needs.
  • Review any benefits and financial situation including income, assets, debts.
  • Discuss who will be responsible for care and support.
  • Craft a customized estate plan that aligns with your unique circumstances and objectives.

Preserve what you’ve built for a legacy designed by you.

Special Needs Trusts

A Special Needs Trust allows assets to be set aside for the benefit of the individual with disabilities without jeopardizing their eligibility for means-tested government benefits like Supplemental Security Income (SSI) and Medicaid. The trust is managed by a trustee who can use the assets to enhance the individual's quality of life by covering expenses not covered by public benefits.

Guardianship & Conservatorship

In cases where the individual with disabilities lacks the capacity to make important decisions, guardianship or conservatorship can be established through the court. This legal arrangement ensures that a responsible guardian or conservator is appointed to make decisions regarding personal care and financial matters.

Power of Attorney

It's important to establish powers of attorney to appoint trusted individuals to make medical and financial decisions on behalf of the individual with special needs if they become unable to do so themselves.

Intelligent, Trustworthy, Organized, Communicative, Problem Solver, Passionate, Assertive,

Intelligent, Trustworthy, Organized, Communicative, Problem Solver, Passionate, Assertive,

Experience personalized service and effective handling of legal matters.

Why choose us

We tailor every Estate Plan based upon each client's goals. Through education and information sharing we advise clients of the different Estate Planning options and our client's select the plan that best fits their goals.

Complementary consultation

We invite you to take the first step towards peace of mind. Contact us today for a complimentary consultation. We will personally discuss your unique goals and guide you through tailored estate planning options. Your future is our priority– reach out to us now to get started.

We’re here to talk it through

Schedule a complimentary consultation today to learn more about our services.

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At our Office