Special Needs Planning


In families where loved ones are not able to work or have long-term health care needs, planning  for the future is essential.  How assets are left after your death can have a tremendous impact on the quality of life for a disabled or special needs relative. Comprehensive special needs planning addresses the financial, legal, and medical needs your family member will need, so you can be assured he or she will be provided for.

We also help disabled individuals (and their families) when they inherit assets and apply for public benefits by doing the following:

  • devising estate plans for family members who want to preserve assets for disabled children in the future;
  • establishing self-settled trusts (d4A) for disabled individuals;
  • establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust;
  • applying for (and maintaining) public benefits for disabled individuals.