There is no such thing as a “one size fits all” estate plan, and this is especially true if you, or a loved one, has a disability, or qualifies for any type of means tested government benefits. Individuals who have special needs, or family members with special needs, should work with an experienced estate planning attorney in order to formulate a plan that will enable them to continue to qualify for public benefits, while also ensuring that they will have the financial security and flexibility to live their lives to the fullest extent.
Special needs planning consists not only of drafting documents, such as special needs trusts, but it can also include reviewing current estate planning documents to ensure that there is flexibility to engage in special needs planning, assisting individuals in identifying available benefits, and advising individual and corporate trustees. It can also include utilizing other planning tools, such as ABLE Accounts.
Our attorneys are uniquely skilled to assist individuals in establishing a special needs plan. We serve clients of all ages, and our particular emphasis on long-term care planning and means tested government benefits, as well as our expertise in the areas of estate planning and disability planning, ensures that our clients will receive the optimal advice for their specific needs.
To discuss special needs planning or other elder law issues with an elder law attorney, please contact the Elder Law Center, P.C. division of our law firm.