Special Needs Planning
Legal Planning for Children and Adults with Special Needs
Every parent of a child with special needs wonders, “What will happen to my child when I am gone,” and “How will he/she be provided for financially in my absence?”
Planning ahead for a child with disabilities is an extremely important and time-sensitive task. Your loved one is counting on you to create a legal and financial plan that not only protects him or her now but well after you are gone. Special needs planning makes that a possibility and gives families security and confidence for the future.
However, planning doesn’t stop at the creation of basic legal documents. Because an individual with disabilities may be completely dependent on others for basic support and care, our plans help you lay out a roadmap for the future of your child. Through planning, we can build a system of advocacy, and checks and balances to ensure your child is properly cared for. We work with parents on creating a comprehensive plan for their children, so they have peace of mind, knowing that there’s a plan for any curveball that may arise.
We will help you cover all the bases to make sure that your loved one is protected. Some of the ways we accomplish this goal include:
- Naming legal guardians who can raise your child if something unexpectedly happens to you.
- Making sure the guardians you choose have enough resources to provide your child with a lifetime of care.
- Filing for a Limited Conservatorship at age 18 so that the parents can continue making medical and financial decisions on their child’s behalf.
- Finding the best and safest alternatives to a Conservatorship if the individual will be a high-functioning and semi-independent adult.
- Setting up a Special Needs Trust so the individual has resources safely set aside for the future that won’t jeopardize government benefits.
- Utilizing ABLE Accounts that can help individuals with special needs save an additional $100,000 tax-free.
We believe that your child’s special needs plan should be unique and tailored specifically for his or her needs. If you are ready to start the process of planning, we invite you to contact our office to discuss your wishes and your concerns for your child so that we can help you create a solid legal roadmap for the future.
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