St. George & Surrounding Areas

SPECIAL NEEDS PLANNING

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

Business Consulting and Formation

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