What is Special Needs Planning? It's a process by which we assess your child and family's benefit eligibility, financial planning, future living options, goals for your child's adult life, a care team who will be in place when you are gone, guardianship and estate planning.
Our representation may include:
Our mission is to support wishes and decisions surrounding your family member with special needs. We consider all aspects of your loved one’s total picture-- diagnosis, treatment, living plans, support system, therapies and long term needs - not just the legal or financial picture. It is often very difficult for families to take these first steps, and we provide a supportive and empowering environment in which to discuss these plans.
After we learn about your child’s story and diagnosis, your family’s concerns, financial picture and your goals, we will design a customized legal plan to protect, support and optimize financial resources for your child. We will follow through and help you implement the plan annually to ensure your family and child’s ongoing or changing needs are addressed. While our legal planning services are the foundation of our practice, we add value to our clients’ experience by connecting them to our network of other professional services, organizations, and education. Sometimes, that connection is to another parent whose child shares a similar disorder; others, to a professional for specialized services. Best of all, those in our special needs network understand the issues and frustration of special needs families as well as the unique joy we experience.
Special Needs Planning – legally speaking – may include a Special (also called “Supplemental”) Needs Trust, Estate Plans for parents and family, a first party trust, guardianship, powers of attorney, and selections of Trustees and successor guardians.
Other Special Needs Planning may include discussion of future living arrangements, vocational consulting, financial planning, ABLE accounts, transition planning (when a child turns age 18), education (IEP) consulting, education attorneys, criminal defense, bullying, substance abuse, job and workforce coaching and training, inclusion training and consulting, non-profit services and camps, college support services, therapists, medical specialists, psychological care and special recreation. Our team can connect you to other professionals who specialize in these and other services, and have demonstrated success and experience with these issues.