Special Needs

Raising a child with special needs or serving as a fiduciary for a child or an adult with a disability, requires extra care and specific expertise when preparing an estate plan.

Whether the dependent is a minor or an adult, a comprehensive, up-to-date plan to protect his or her long-term financial wellbeing is prudent.

This is especially important when the dependent is - or eventually will be - receiving needs-based public benefits such as Medicaid and SSI payments.

  • Designing special needs trusts that protect benefits and assets
  • Establishing conservatorships and guardianships for children approaching age 18
  • Guiding fiduciaries through the trust administration process without disruptions in benefits

We Will Guide You Every Step Of The Way

You have a problem. We are problem solvers. Every solution begins as a conversation. You talk. We listen. From here, we begin.

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