SPECIAL NEEDS PLANNING

Special needs estate planning requires a deep understanding of both legal intricacies and the unique needs of individuals with disabilities, and aims to ensure that their financial and personal well-being is protected throughout their lives. Our special needs estate planning attorneys collaborate closely with families to create tailored strategies that integrate legal tools such as stand-alone or testamentary special needs trusts. These trusts allow families to provide for their loved ones’ supplemental needs while preserving their eligibility for government benefits like Medicaid and Supplemental Security Income (SSI). These plans also take into consideration future care needs, such as long-term residential arrangements and potential therapies or treatments. Our attorneys also help families designate appropriate persons who can make decisions on behalf of the individual with special needs, particularly in cases where the individual might lack the capacity to make informed decisions themselves.