Planning for the Individual with Special Needs

Dependents or loved ones with disabilities or circumstances requiring specialized care often are eligible for vital public support programs, but only if they have no personal holdings. That’s why without careful planning, family funds, an inheritance, or personal injury settlement can do as much harm as good.

We prepare special-needs or supplemental-needs trusts that structure benefits to allow the child with special needs to receive benefits – while the parents are alive and even after their passing – without affecting the child’s eligibility for aid.