Special Needs Planning
Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that we can help you handle. We offer a variety of tools and strategies designed to accommodate your unique circumstances with your special needs child.
We help you to create a personalized plan for your family that includes elements of all of the following, depending on what is best for you and your special needs child. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.
- Special Needs Provisions in Revocable Living Trusts
- First-Party Special Needs Trusts
- Third-Party Special Needs Trusts
- Pooled Special Needs Trusts
- State-Specific Special Needs Trusts
- Gift Planning To Ensure Transfers to Special Needs Trusts Reduce Your Taxable Estate
“When planning for special needs families, it is critical to ensure that we pass on assets without jeopardizing their eligibility for government benefits. The rules and laws are complex, and this is where our experience and knowledge help you.”
-Sarah Beth Locke, Esq.
Is your family prepared for a worst case scenario? Get all the legal and financial answers now!
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If you’re not quite ready to schedule a discovery call but have questions, feel free to reach out below. Our team will respond personally and promptly.