Special Needs Planning

Providing for a loved one with a disability without putting their benefits at risk.

Leaving money directly to a person who receives SSI or Medicaid can cost them the benefits they depend on. Careful planning avoids that.

We prepare special needs trusts, coordinate them with your broader estate plan, and help families think through who will act as trustee and how care will be supervised over a lifetime.

The goal is simple: improve your loved one's quality of life without disrupting their support.

Have a question about special needs planning?

Tell us a little about your situation and we will explain your options in plain English.

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