Special needs planning is complex and requires the assistance of a knowledgeable attorney to avoid pitfalls.
Special needs planning is imperative for anyone who has a disability regardless of when or how the disability arose. It is always best to plan before a crisis arises but there are strategies to consider even if the planning is not in place. Special needs planning is fact specific and may include a 529A account (ABLE Account), pooled trust (D4C Trust), first party supplemental needs trust (D4A Trust, Payback Trust, Self Settled Trust), third party special needs trust and a review of beneficiary designations.
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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WE CAN HELP WITH SPECIAL NEEDS PLANNING
Special Needs Law
Self Settled Trust
Life Care Plan
Letter of Intent
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