Special Needs Planning
Who We Are
Who You Are
How We Work
Services
Getting Started
Planning for a Child With Special Needs
Estate planning for families with a child who has special needs requires care, experience, and a deep understanding of how financial, medical, and social systems intersect.
This type of planning isn’t standard—and it shouldn’t be.
Our work is focused on ensuring your child is supported, protected, and able to live a full and meaningful life, even when you’re no longer able to serve as their primary caregiver.
A Thoughtful, Individualized Approach
Every child and every family is different.
We design plans that reflect your child’s unique needs—today and in the future—using proven strategies that balance quality of life with long-term security.
That includes helping you:
Provide financial resources without disrupting eligibility for public benefits
Identify and appoint trusted guardians and decision-makers
Plan for appropriate living arrangements and long-term care
Ensure continuity, stability, and dignity throughout your child’s life
Understanding Special Needs Trusts
One of the most common challenges families face is how to leave meaningful financial support for a child with special needs without unintentionally disqualifying them from essential government benefits such as Medicaid or Supplemental Security Income.
Leaving assets directly to a child can create serious complications.
A properly designed Special Needs Trust allows resources to be used for your child’s benefit—enhancing their quality of life—while preserving access to public assistance programs.
These trusts are highly technical and must be structured and administered correctly. Funds are typically used to pay third parties for goods and services that support your child, rather than being distributed directly.
Planning That Evolves Over Time
Creating trust is only part of the process.
Your child’s needs will change. Laws governing public benefits will change. Your plan must be designed to adapt.
That’s why special needs planning requires ongoing attention and experienced guidance—so your child’s care, protection, and eligibility are preserved over time.
Support for Every Stage
Whether your child has Down syndrome, autism, cerebral palsy, or another developmental or intellectual disability, we help families build sustainable, long-term plans rooted in care and clarity.
Our goal is simple: to help you create a plan that supports your child’s well-being, protects their access to benefits, and provides peace of mind—for you and for those who will care for them in the future.
The Best-Selling Legal Planning Guide for Busy parents – Our Gift to you
A Simple, Clear, and Essential Guide to Legal Planning for Busy Parents
Download the Best-Selling Book—Free