Special Needs Planning

Special needs planning is a specialized area of the law that focuses on protecting public benefits for people with special needs, while at the same time facilitating a higher quality of life. A special needs plan can provide a framework for proper medical care and management of assets, as well as protect assets from creditors and predators. One of the key components of any special needs plan is a Special Needs Trust. A Special Needs Trust gives the beneficiary indirect access to a fund that can provide for his or her supplemental needs. This can dramatically improve the beneficiary’s quality of life, by providing for: Housing, Food, Clothing, Household Furnishings, Utilities, Educational Expenses, Insurance, Musical Instruments, Medications, and Travel Expenses.

We serve the estate planning needs of individuals, families and business owners.

We take time to understand and plan for your goals, your values, and your uniqueness.

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