Special Needs Planning Attorneys

Special needs planning is designed to support individuals with disabilities while preserving eligibility for public benefits. Without careful coordination, well-intended financial gifts or inheritances can unintentionally disrupt access to essential programs.

Long-term planning often includes the use of special needs trusts and coordination with caregivers, trustees, and family members. A thoughtful approach helps provide financial security, continuity of care, and stability over time while respecting individual needs and independence.

Why Special Needs Planning Is Different

Traditional estate planning does not always account for benefit eligibility or lifelong support requirements. Without proper planning, well-intended gifts or inheritances can interfere with access to public benefits.

Special needs planning addresses these risks directly by coordinating legal tools in a way that protects both resources and eligibility.

Special Needs Trusts & Benefits

Special needs trusts are commonly used to hold assets while preserving eligibility for public benefits. These trusts are often integrated into a broader estate plan and coordinated with other planning documents.

Planning may also involve working with caregivers, trustees, and family members to ensure responsibilities are clear and support is consistent over time.

Planning for the Future

Special needs planning looks beyond immediate concerns. It addresses future care, financial security, and transitions that may occur when parents or caregivers are no longer able to provide support.

Thoughtful planning helps create long-term stability while respecting independence and individual needs.