Special Needs Planning
Special needs planning is complex and requires the assistance of a knowledgeable attorney to avoid pitfalls.
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Planning may also include guardianship or conservatorship proceedings, nomination of substitute guardians, a life care plan, and a letter of intent in which you describe your vision of the future for your disabled loved one.
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Special Needs Law
ABLE Account
D4C Trust
Payback Trust
Self Settled Trust
Guardianship
Conservatorship
Life Care Plan
Letter of Intent
“Integrity, professionalism, and attention to the needs of their clients are just the beginning of what makes this a great firm. Their passion and compassion for the community are well known. I highly recommend them.”
J. Kestin | St. George, Utah



ABLE Program
Guardianship vs. Conservatorship
A conservatorship is the designation of an individual (conservator) who makes decisions regarding the afflicted individual’s property and financial affairs – in other words, a conservator of the estate. A conservatorship is established by the court when a person is deemed no longer fit to handle their own personal affairs and finances, with the conservator accepting the obligation to manage, protect, preserve, and dispose of the estate in accordance with the law and the best interests of the individual. The conservator is obligated to use the individual’s assets to cover the care and needs of the individual, or any person for whom they are legally responsible.
If an individual designates separate people to serve in the roles of guardian and conservator, the conservator ultimately has control since the guardian needs conservator approval for medical and living expenses.
Tom and his staff were very helpful and patient in explaining everything to me because I had no idea what I was needing or doing. Very timely and extremely helpful. I have already recommended them to friends who knew I was going through the process.

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Proven Law
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