Special Needs Planning

Do you have a loved one with special needs? Allow us to use our knowledge, experience, and expertise to help you plan for the unique needs of your loved one.1164983_happy_family_

With our help, we can help you enact a comprehensive plan to meet the specific needs of your loved one. We can help you avoid common mistakes often made when dealing with a loved one with special needs:

  • Disinheriting the child
  • Relying on your other children or family members to use their money for the special needs child’s benefit
  • Ignoring the special needs when creating your estate plan
  • Creating a generic special needs trust that doesn’t fit
  • Choosing the wrong trustee
  • Failing to invite contributions from others to the trust
  • Failing to protect the special needs beneficiary from predators
  • Procrastinating

Please contact us to schedule a consultation to learn how you can provide for your special-needs loved one in the most appropriate manner.