Disability/Special Needs Planning

Our practice goes far beyond the ordinary estate planning practice. Of course, we do wills, trusts, living trusts, living wills, and health care powers of attorney to address many of life's transitions, but we also handle all sorts of matters that are unique to having a disability or special needs.


Contact us to speak to an estate planning lawyer experienced in planning for the unique needs of disabled or those with special needs.


Even with years of experience, until this day, we still get excited when we see our clients’ relief at learning they are eligible for many benefits or assistance they never knew existed.


Get in touch with us today so we can tap into all the community resources and extract the benefits you may be eligible. Simply fill out the form to get started.

Benefits of Legal Planning for Those with Disabilities/ Special Needs

Age 18: Entering Adulthood

One critical aspect of this planning is addressing the transition when the individual with special needs turns 18.


At this age, they are considered legal adults, and special needs legal planning helps navigate the complexities that arise. Establishing guardianship or powers of attorney ensures that parents or designated individuals can continue making important decisions on behalf of the individual, such as medical, financial, and personal matters.


This planning provides peace of mind for families, knowing that their loved one's best interests are protected even as they reach adulthood.

Government Benefits

Another significant benefit of special needs legal planning is the preservation of eligibility for government benefits.


Many individuals with disabilities rely on various public assistance programs, such as Supplemental Security Income (SSI) and Medicaid, for crucial support services and healthcare.


By creating special needs trusts and other legal instruments, families can provide for their loved ones without jeopardizing their eligibility for these benefits.


This provides long-term financial security and stability.

Peace of Mind

Special needs legal planning provides peace of mind for families by ensuring a comprehensive plan is in place to address the individual's unique needs.


This planning involves identifying the specific services, therapies, and supports required for the individual's well-being and quality of life. It involves designating caregivers, setting up appropriate housing arrangements, and making provisions for future care and decision-making.


By proactively addressing these aspects, families gain reassurance that their loved one will have the necessary support and care, even when they are no longer able to provide it themselves.

Read Our Blog To Learn More

Guardianship for Individuals with Special Needs

14 Aug, 2023
For families of individuals with special needs, planning for their future and ensuring their well-being is of utmost importance. When considering guardianship for a loved one with special needs, it becomes crucial to find the delicate balance between safeguarding their privacy and independence while also ensuring their protection and care.

5 Things to Consider When Your Child with Disabilities Turns 18

12 May, 2023
As the parent of a child with special needs, your role as a parent becomes different when your child becomes a legal adult. Although your child may have some or all the same needs for assistance from you, your legal relationship with your child changes when your child turns age 18.
Planning For Children With Special Needs

Planning For Children With Special Needs

25 Feb, 2023
Special Needs Planning is a Lifelong Event: Working to get your child assessed to qualify for support programs, fighting to get benefits and finding therapists became a full-time job, and one that led to enormous costs, even with the family’s having good health insurance.
Estate Planning Considerations For Children With Special Needs

Estate Planning Considerations For Children With Special Needs

12 Jan, 2023
If your child or grandchild has special needs, one of your greatest concerns is ensuring that the child receives essential care and support throughout their life. While your inclination may be to give the child money or other assets through an inheritance, doing so may deprive the child of the ability to receive government assistance. Fortunately, a Special Needs Trust (SNT) can provide lifelong financial benefits for the child without affecting eligibility for government programs.
Show More
Share by: