Special Needs Planning

People who provide care for a loved one who has special needs due to a physical or mental disability are often concerned with are often concerned with what will happen to a loved one when the current caretaker is no longer available or able to provide care.

When providing for someone with special needs, it is often important to ensure that any money or property that you leave that person does not prevent him or her from qualifying for important healthcare benefits, such as Medicaid or Supplemental Security Income (SSI).

We can help…

Through special needs planning, we can help you establish a special needs trust or supplemental needs trust, which will allow you to provide assets to maintain quality of life for your loved one while preserving his or her eligibility for government benefits.