Special needs planning moves beyond ensuring your child receives an appropriate education.  Some special needs loved ones require planning to ensure your special needs loved one receives the care and support long after you cannot provide it for them.

If you choose to leave assets to your special needs loved ones through a Will or as a beneficiary of an insurance policy, you run the risk of disqualifying them from receiving government assistance through Social Security Income (SSI), Medicaid, vocational rehabilitation and even subsidized housing.  The law recognizes “Special Needs Trusts” allowing, parents, grandparents, and legal guardians to create a fund designed to supplement governmental benefits without penalizing the special needs recipient.

As the Trustee of a Special Needs Trust you can help your special needs loved one by providing vacations, education, home furnishings, other forms of recreation, and medical expenses without jeopardizing their necessary government benefits.

Guarantee your special needs loved ones continue to live their lives to their full potential but guarantee their continued access to

  • Social Security Income
  • Medicaid Benefits
  • Vocational Rehabilitation
  • In Home Health Attendants

Call for an appointment to learn how you can provide long-term peace of mind for your special needs loved one.