Special Needs and Medicaid Trust Planning

We will help you make the best decisions to build and protect the future of your disabled children, veterans, and other beneficiaries seeking to preserve eligibility for various government benefit programs.

Where to Start with Special Needs Planning

Estate planning, government benefits, guardianships, advocacy

Families with loved ones with special needs often look beyond state and federal programs to provide the best quality of life for the their loved ones. There are many concerns including:

  • Where will my loved one live and who will care for them?
  • Who will be their advocate?
  • How much independence can my loved one maintain?
  • How do I make sure the money I provide will last?

Our focus is to provide the best quality of life throughout your loved one’s lifetime. We will look at all options including whether it is better to privatize parts of care or to keep benefits in place. We craft a plan that will supplement and adjust to future benefits, expand assets, ensure proper care and a plan that may even save taxes.

Our special needs practice helps families with a special needs child or loved one navigate important questions such as: can I leave money to my loved one, do I need a special needs trust, what is a memorandum of intent, assistance in managing a special needs trust, making distributions and investments within a special needs trust, do I need to apply for guardianship, and what government benefits are available to my loved one.

We know how to ensure proper administration


 

We work with individuals with special needs and their families.

We are familiar with the challenges faced and resources available.