Probate, Guardianship, Estate Planning & Special Needs Planning

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COVID-19 UPDATE: In an abundance of caution, our offices are operating virtually for the safety of our clients and staff and limiting face-to-face meetings on an as-needed basis. Consultations may be scheduled virtually via Zoom or by telephone. We may arrange for Remote Online Notarization of documents and E-Recording services for enhanced efficiencies in signing, notarizing, and recording documents. From our family to yours, please be healthy and safe.  

Special Needs Planning

Important Steps to Protect Your Special Needs Loved Ones

For those with a special needs child or grandchild, taking steps to ensure their safe, happy, and healthy future is even more important due to the additional hurdles they may face. To help provide a prosperous future for your special needs child or grandchild, in most cases, a Special Needs Trust is an important tool.


Special/Supplemental Needs Trust


One of the first things you can do in your estate planning is establish a special or supplemental needs trust (SNT) for the benefit of your child or grandchild. An SNT is a special type of trust designed to set aside money and property for the benefit of a beneficiary who may qualify for public assistance for medical and other care expenses as a result of his or her disabilities. This type of trust can be added to an existing trust, or it can be drafted as a standalone trust.


Because most government programs providing aid to disabled individuals have strict requirements about how much money and property a person can own and how much money they can receive on a regular basis, it is important to make sure that any inheritance your special needs child or grandchild receives is structured in a way that will not disqualify them from receiving the government benefits. Even if your child or grandchild is not currently receiving government benefits, this does not mean that they will never receive them. When planning for their future, we want to make sure that we are maximizing all opportunities available to them, not limiting those opportunities. To accomplish this, it is crucial that the trust be carefully drafted by an attorney who is familiar with the eligibility requirements for government benefits.


Ensuring that your special needs child or grandchild is cared for after you are gone is likely a top priority for you. Our priority is to assist you in crafting a plan that will ensure continued support and prosperity for your loved ones.

Call Us Today 

(407) 734-0680

Contact us to discuss your Special Needs Planning.

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