Special Needs Planning

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mom with special needs child

Loved ones with special needs require special planning. If you have a spouse, child, grandchild, or other intended beneficiary with a physical, mental, or developmental disability, then you need to take steps to ensure they do not lose their benefits after you're done.

It is not uncommon for people to lose their SSI, Medicaid, or other benefits when inheriting life insurance, real estate, or any number of other assets. It doesn’t have to be this way, and you don't have to leave it to change.

When working with clients who have loved ones with special needs, we can help create:

special needs trusts

Stand-by special needs trusts in your own estate plan

Third-party special needs trusts
First-party special needs trusts

First-party special needs trusts

Financial tools under the ABLE Act

Revocable Trusts

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Irrevocable Trusts and Asset Protection

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Special Needs Planning

Probate & Estate
Administration

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Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

special needs planning - decorative logo

Special Needs Planning

last will and testament hero icon

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning

Schedule Appointment