Special Needs Planning

 

 

Parents of children with special needs face many challenges when developing an estate plan.  It is critical to devise a plan that provides access to funds for the child's benefit while maintaining that child's eligibility for government benefits to which he or she is entitled under the law.  Such special needs planning often includes establishing a trust to provide supplemental resources to persons with disabilites, in addition to government benefits, which can include Medicaid, Supplemental Security Income ("SSI") or even public housing.

 

Additionally, we work with families to determine if guardianship is appropriate for an individual once they turn 18. At Fitzgerald & Sadove, our attorneys are familiar with the tools available to help families and individuals plan for a financially sound future.