Special Needs Planning

Overview People in this Area

Thinking Ahead to Ensure Quality Care

Your loved ones with special needs need special attention; we are here to help.

Special needs estate planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children–both for now and in the future.  Children need to plan for care of parents. Our attorneys work with parents and children, trustees, guardians, custodians and personal representatives to provide services in:

  • First Party special needs trusts for inheritance and accident settlements
  • Third Party special needs trusts for family and friends to help
  • Pooled Trusts helping multiple beneficiaries
  • Medicaid and Medicare Planning
  • Coordinating benefits from employer plans and unions
  • Guardianships and Conservatorships
  • Classic Trusts established by family members with special needs provisions
  • Social Security Disability
  • Veterans Benefits
  • Contracts for Assisted Living Arrangements
  • Long term care and other insurance