Special Needs Planning

If you have a loved one with special needs, who may never be able to live independently, having a special needs trust is essential to ensure that your loved is eligible for resources to cover basic needs, as well as providing for the “extras” in life. While government-funded programs like Medicaid, Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and VA Benefits can provide for essentials, most families want to ensure that their loved one can enjoy life to its fullest, by providing for travel, hobbies, and items not covered by governmental resources, including upgraded support systems like electric wheelchairs, additional therapy or other items to enhance their quality of life.

The rules to ensure preservation of benefits eligibility are complex, and specific planning is a necessity. We are experienced in special needs planning, and can help you customize a plan which meets your loved one’s needs, and provides protection for their lifetime.