Special Needs Planning
"Is your estate structured in a way that will protect your special-needs child?"
Parents and grandparents of a special-needs child have a deep and abiding need for the security and trust an estate plan gives. To help you provide for extensive costs throughout a child’s lifetime, we can help determine the best ways to structure and shelter assets to protect eligibility for need-based benefits.
In families with multiple children, planning for special needs enables parents to develop a plan that provides for children after they are gone while allowing them to save for retirement and college for other children.
Our team helps ensure that your affairs are in order, opportunities are not lost and your goals can be met. Working with your legal and tax advisors, we can help you find the best solutions to manage all of these responsibilities.