Special Needs Planning

We Take Special Care of Families with Special Needs

There is nothing more important to us than family. Like you, we believe that providing for your loved ones is not only a responsibility, but also a great privilege. Each family faces unique challenges that need to be addressed when making long-term plans (including estate planning). This is especially true if you have a child or other family member who has special needs and is unable to work or perhaps live independently.

If you have a child or other loved one who requires special care, a special needs trust is the ideal tool to help ensure they get the lifelong care they require. This type of trust can help to provide your loved one with an effective financial safety net without disrupting eligibility for vital government benefits.

Assets that are held in a special needs trust are not counted when determining eligibility for government programs such as Supplemental Security Income (SSI) and Florida Medicaid. This means you can use this type of trust to ensure your child or loved one is able to get the government assistance they need as well as the assets you want to make sure they have.

Assets held in the special needs trust are used to supplement public benefits and pay for items or services that the public benefits system is unable to provide. If you have a child or loved one with special needs, this is the most important type of trust that you will need in your overall estate planning portfolio. 
Contact us by phone or email to set up a consultation.