Special Needs Planning
Ensuring long-term care without jeopardizing government benefits.
Overview
Families with members who have disabilities need plans that provide for their long-term care without disqualifying them from vital government benefits. We create special needs trusts and coordinate with public benefits programs to secure your loved one’s future.
What We Handle
First-party and third-party special needs trusts
ABLE account planning and coordination
Supplemental Security Income (SSI) preservation
Medicaid eligibility planning
Letter of intent and care planning
Coordination with government benefits
Why Choose Us
Our team understands the complex intersection of disability law and estate planning, ensuring your loved one receives the care they deserve without losing access to essential public benefits.