Our Special Needs Services

In our initial consultation, we conduct a thorough review of your loved one’s needs and your family’s financial situation. This assessment allows us to develop a personalized plan that addresses both immediate and long-term needs, ensuring that your loved one’s future is secure. We guide you through the process of setting up special needs trusts and other planning tools, handling all legal aspects with professionalism and sensitivity. Our dedicated team is here to support you every step of the way, making sure your plan provides both security and peace of mind.

We offer a comprehensive range of Special Needs services, including:

• Special Needs Trusts: Establish trusts to provide financial support without affecting eligibility for public benefits.
• Supplemental Benefits Planning: Develop strategies to supplement public benefits and enhance quality of life.
• Pooled Trusts: Create pooled trusts to benefit multiple individuals with disabilities.
• Life Estates: Set up life estates to protect property while maintaining control during your lifetime.
• Future Care Planning: Plan for long-term care needs and ensure ongoing support.
  

The Special Needs Process

01

Discuss your Needs and Goals

02

Develop Customized Plan

03

Establish Trusts and Tools

04

Ensure Legal Requirements

05

Provide Ongoing Support

Create a Secure Future for Loved Ones with Special Needs